Business Philosophy is based on:
Independence – 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.
Process - CEP is a financial planning firm that follows the
Financial Planning Process. Before any recommendations
are made a thorough review of clients’ goals,
financial situation, and personal tolerances for risk
is performed. Only after this analysis is complete
are recommendations made.