About CPR FINANCIAL & INSURANCE SERVICES, INC.
CPR FINANCIAL & INSURANCE SERVICES, INC. is a leading financial and insurance services firm dedicated to helping individuals, families, and businesses achieve their financial goals. With over 20 years of experience, their team of knowledgeable advisors provide customized solutions and objective advice to their clients.
How does the advisor help clients – Key Takeaways:
- Provides objective financial advice tailored to clients’ needs and goals.
- Offers a range of financial services including investments, insurance, retirement planning, and estate planning.
- Works with a variety of client types, from individuals to small businesses.
- Transparent and upfront about fees and compensation.
- Committed to ongoing education and staying up-to-date on industry trends and regulations.
- Required to disclose any potential conflicts of interest or past disciplinary actions.
Facts and Insights
Here are some key facts and insights about CPR FINANCIAL & INSURANCE SERVICES, INC.:
- Founded in 2000 in Los Angeles, California.
- Over 20 years of experience in the financial and insurance services industry.
- Employs a team of over 50 advisors.
- Manages over $500 million in assets.
- Serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| CPR FINANCIAL & INSURANCE SERVICES, INC. | |
|---|---|
| Asset Under Management | $500 million |
| Number of Advisors | 50+ |
| Time in Business | 20+ years |
Financial Services Offered
CPR FINANCIAL & INSURANCE SERVICES, INC. offers a wide range of financial services to help clients achieve their goals and protect their assets for the future. These services include:
- Investment planning: Advisory and brokerage services to help clients build and manage their investment portfolios.
- Insurance planning: Guidance and recommendations for life, disability, and long-term care insurance to protect against potential risks.
- Retirement planning: Strategies and solutions to help clients save for and manage their retirement income.
- Estate planning: Assistance with creating a comprehensive estate plan to protect and transfer assets to future generations.
- Tax planning: Expert advice on tax-efficient strategies to minimize tax liabilities and maximize returns.
Client Types
As a full-service financial advisory firm, CPR FINANCIAL & INSURANCE SERVICES, INC. serves a diverse range of clients, including:
- Individuals and families seeking financial planning and investment management services.
- Small business owners and entrepreneurs in need of retirement planning and business succession strategies.
- Non-profit organizations looking for investment management and financial planning services.
- High net worth individuals and families with complex financial needs.
Fees & Compensation
CPR FINANCIAL & INSURANCE SERVICES, INC. is committed to transparency and prioritizes open communication with clients about fees and compensation. Their fee structure may include some or all of the following:
- Asset-based fees: Based on a percentage of assets under management.
- Hourly fees: Charged for specific services or consultations.
- Commission fees: Earned through the sale of insurance or investment products.
- Flat fees: A fixed amount for a specific service or project.
- Retainer fees: A set annual or quarterly fee for ongoing financial planning services.
Background
CPR FINANCIAL & INSUR