CP Financials is dedicated to helping families stay on track to achieve all of their short and long term financial goals and dreams. Our strength in selection is backed by our partnerships with over 200 A-rated companies within the financial industry. With our one size does not fit all approach, we know that every individual, family, or business deserves a licensed financial professional to hand-craft a game plan which includes the main financial milestones: retirement planning, college planning, proper protection, wealth building, and wealth preservation.