Financial Planning Service - CEP Financial LLC - Peter Regan Certified Financial Advisor

Financial Planning

Investment Advice

Business Philosophy

Investment Philosophy

Serving the Houston Area
& Southeast Texas

Financial Planning Service

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.

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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

CEP Financial LLC | 12345 Jones Rd. Suite 190 · Houston, Texas 77070 | Tel: 281-685-9715 Fax: 281-271-8146

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