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The CP Vision

Our Vision:

We are expanding to be the biggest and most capable individual planning firm in the Southeast, valued for helping our clients organize, protect, and focus their financial resources in order to plan for a Life of Significance.

Our Mission:

We strive to help each client plan a life of significance by organizing, protecting, and focusing their resources to help them achieve the things that are the most important to them. We empower our professionals to better themselves and support each other for maximum personal and professional growth and development. We instill within our staff the knowledge that their efforts make a tremendous difference every day in how our clients are protected and how a client’s legacy is ultimately remembered. We each make an impact.

Our Values:

We are a client-first, no excuses culture – dedicated to the highest performance of our advisors. We first expect the best of ourselves individually and in doing so expect and deserve the best from those associates and advisors around us.

Plan a Life of Significance