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Serving the Houston Area
& Southeast Texas |
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CEP
Financial is an exceptional team of dedicated
professionals (CFP, CPA, CLU, JD) focused on
helping you
achieve
your most important financial goals. Our
firm provides
Planning, Investment and Project services to help
you achieve your
hopes and dreams whether its sending your children
to the right
schools, a comfortable retirement, financial
security late in life. Our team has the expertise
and integrity
to help you achieve these critical goals. Our biggest
impact may be the financial peace of mind that comes
with the awareness that your interests always come
first. |
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In the News...
Worth Checking Out. Scott Burns article appearing in the 3/02/08 Houston Chronicle.
Read the Article
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Peter
Regan CFP ®, NAPFA-RA, CLU ©, MBA |
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Download
my vCard |
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Why
do you benefit from Fee-Only advice?
Fees eliminate several potential conflicts
of interest.
Fees
are paid quarterly and they stop if
advisors fail to meet expectations
and you terminate their services.
The
ongoing fee is the advisor’s
economic incentive to meet your
expectations.
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