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Our Services

Guided by your financial objectives—not obligated to any single product—your financial advisor will draw upon a full complement of conservative products to construct the most appropriate portfolio for your needs.

We will look ahead to protect you from any unforeseen problems that could arise in your retirement with the best financial advice. Our goal is for you not to worry about your money while enjoying yourself completely during your retirement years.

Some of CLP's retirement & advisory services include:

  • Tax-Related Services
    • Tax Reduction Planning
    • CPA and Income Tax Preparation

  • Retirement Services
    • Pension and Retirement Plans
    • Retirement & Early Retirement Plans

  • Estate Planning and Preparation

  • CDs and Money Market Accounts

  • Insurance Products
    • Life Insurance
    • Annuities
    • Long Term Care
    • Medicare Supplement

  • 401K and IRA Rollovers

"Protecting Your Retirement Future"