Centre for Financial and Retirement Planning
What we do for YOU:
We are a locally owned and operated financial services company that prides ourselves in putting our clients first. Our mission is to help you achieve your financial and retirement goals. We offer a wide range of services and customer satisfaction is our number one priority. We guarantee that you will get the same dedicated planning and commitment, whether you financial resources are a lot, or a little. We truly take the time to listen to our clients, understand their goals, and focus on solutions that will help them achieve their financial dreams.
CFRP is all about YOU
Achieve Your Goals
We will take the time to examine your current economic and financial "stage of life" in order to develop a plan that will help you achieve your retirement and financial goals. No cookie cutter approach here. At age 30 you might be more concerned with paying off college loans, cashflow and saving for a home. At age 65 it might be retirement and tax planning, protecting assets or managing medical costs. No matter where you are in life, we'll work with you to maximize your financial future.
CFRP gives you personal attention
Solutions, not selling
No short sighted thinking or get rich quick schemes. We have been in business over 30 years with the same owner and same office manager as when the doors opened. There are no underlings to "turn you over to". You will meet with the owner in person and get your phone calls returned fast. We do not push products or services. We listen, learn and develop the right plan with the right tools to get you on the road to financial success.
CFRP can do it all(or almost)!
Broad range of services and capabilities
With years of experience, we offer a depth of knowledge about financial markets, tax and cash flow planning, estate planning and much, much more. We'll also help you with Education resource planning(how do I pay for my kids college?), Insurance reviews(what do I need, how much, when?), Mortgage reviews(should I refinance/are there other options out there?) and about anything else you care to throw at us!