Wealth Management & Financial Planning Services
a tax-smart approach to wealth management
CP Financial Services, LLP has provided financial planning services to Casey Peterson, LTD clients since 2000.
We’re trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning PartnersSM.
Our investment approach allows us to create a long-term plan that looks at the impact of all financial decisions and demonstrate how these decisions will impact your future.
The financial planning process begins with understanding what’s important to you. We listen, assess, and discuss tax-efficient financial strategies to create a comprehensive plan that includes:
- Tax-focused investment strategies
- Retirement planning and withdrawal strategies
- Family risk management
- Business planning
- Legacy planning
- Education planning
- Cash flow management
who is avantax?
Avantax is a pioneer in tax-smart investing, financial planning, and wealth management. Partnering with Avantax allows us to pair tax and financial planning strategies. That gives you, your family, or your small business a holistic approach to your financial services.
To find out more about Avantax, visit their website.
a distinct advantage
- Collaboration between your wealth management and CPA to potentially minimize your tax exposure
- An interactive planning program and process called Guidance Planning Strategies — or GPS — that illustrates your entire financial picture
- Custom plans to give you a foundation to understand why and how decisions are made
- Partnering to help you achieve your short- and long-term goals
- Recommendations tailored to you by Financial Planning Consultants
- The Avantax Planning Partners Investment Advisory Committee oversees all investment allocations
See the difference when your financial plan includes tax-smart investing, a trusted advisor, and a financial professional.
Laura Gillen is a financial planning consultant for Avantax Planning PartnersSM. In collaboration with our CPAs, she provides integrated planning and investment strategies for growing and protecting our clients’ wealth. Laura designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, she supports business owners by reviewing their company retirement plans, optimizing them for tax efficiency, and helping with business transition strategies.
Kevin Eggebraaten has been a shareholder with our firm since 2001. He helps clients with wealth management by understanding their goals and implementing strategies to help them reach their desired outcome. Kevin also specializes in the healthcare industry, tax, consulting, trust and estates, and litigation support.
Our team of financial advisors also includes Elise Foltz, Jennie Steinmetz, Melanie Jobgen, Sheila Jackson, Kayce Gerlach, Leah Heidler, and Mark Lyons.
Contact Our wealth management & financial planning team
We'd love to get you connected with one of our financial advisors about our wealth management and financial planning services.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to CP Financial Services, LLP. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
DON'T LIKE NUMBERS? WE DO.
At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.