CEP Financial in Houston, Texas
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- Business name: CEP Financial
- Address:
- 12345 Jones Rd.
Suite 190
Houston, Texas 77070 - Phone number: 281-685-9715
- Fax number: 281-271-8146
- Business hours:
- 9:00 am to 5:00pm M-F
- Map:
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- Email address:
- Category: Financial
- Description:
- CEP Financial LLC provides its Clients with fee-only financial planning and investment advisory services. CEP is independently owned by Peter J Regan. CEP does not accept payments of any kind from any third party. CEP does not accept commissions, fees, or payments of any kind from any brokerage firm, mutual fund company, bank, or insurance company. Because of this independence CEP is not limited to any subset of investment alternatives and is free to use any investment vehicle or strategy. CEP prepares both comprehensive and segmented financial plans. CEP begins by gathering, analyzing, and evaluating data from the client, including goals and objectives. Comprehensive plans include a case summary, reports on financial position, cash flows, tax liabilities, insurance coverage, client goals and objectives and investment strategies. Plans are prepared based on client interviews, questionnaires, and /or documents supplied by the client. A customized plan is prepared for each client. Segmented financial plans include retirement planning, tax planning, cash flow analysis, estate planning, education planning, asset protection analysis, business planning, investment planning and special situations. This service is for Clients who want assistance in designing, implementing, monitoring, and maintaining an investment portfolio. In addition to the analysis performed to prepare a financial plan, this service also includes: - Determining clients’ investment goals - Evaluating current assets - Determining projected cash flow needs - Determining any investment constraints - Determining client risk tolerance - Developing an investment strategy including specific investment recommendations - Maintaining and monitoring the portfolio
- Photos:
- Last update: 2009-04-26
- Visits: 922
