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Serving the Houston Area
& Southeast Texas


financial checkup
 

Financial Checkup
Financial checkups are an analysis of current financial position and include a report of items to address to improve your financial position. The check up typically addresses cash flow, education, retirement, investments, insurance and estate issues. Designed primarily for people 25 to 50 who are looking for a review of their current situation and who want to make sure they are making the best use of their assets toward achieving their financial goals. The basic cost of the financial checkup is included in the Investment Advisory Fee, but may increase with the complexity of your personal situation.

There is no cost for our initial consultation. After our meeting we will review your information in detail and provide a firm quote on the cost of our services. The information presented below was developed to give you a feel for the approximate cost of our services.

Our services include financial plans that are limited in scope ( e.g. , debt analysis, investment risk analysis, financial checkup, retirement plans)or those that address your overall financial position (a comprehensive plan). The total costs depends on the complexity of your situation and the services you are seeking.

 
 
New to Financial Advising? View our 'Getting Started' section!
 

What We Are:

We are competent, trained professionals.

We put our client's interest first. Our clients interest are paramount. More important than our own interest and certainly more important than the interest of any financial institution or other corporate entity.

We design a comprehensive approach that takes into account all of a client's financial considerations from investing to estate planning.

 
What We Are Not:

We are not tipsters

We are not insurance agents or stockbrokers

We are not untrained people who hang out a financial planning 'shingle'

We are not merely investment or tax advisors

Peter Regan is a Certified Financial Planner
Pete Regan is a Registered Financial Advisor
Peter Regan is a Paladin Registry Five Star Advisor
CEP Financial LLC | 9601 Jones Rd., Suite 240 Houston, TX 77065 | Tel: 281-685-9715 Fax: 281-271-8146
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