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Serving the Houston Area
& Southeast Texas


 
CEP Services
 

Financial Planning Service (Only offered in conjuction with Investment Advisory Services.)

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.

 
 
 
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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