We develop comprehensive, transparent financial plans that other firms can’t.
Find out why they’re called the Golden Years.
More opportunities to save—and no surprises.
Simplify retirement with our “Check the Box” Retirement Plan Platform.
CPS Investment Advisors is a full-service, independent financial advisory firm located in Lakeland, Florida. Since 1975, we have empowered our clients to achieve financial security and peace of mind through education and prudent wealth management.
July 20, 2018
Is Your Portfolio Ready for the Second Half of the Year?
February 9, 2017
Retention of Tax Records
March 5, 2018
Matthew Treskovich Named an Accredited Estate Planner®
July 24, 2018
ESTATE PLANNING: TOP TEN MISTAKES YOU SHOULD AVOID - A CPS Seminar for the Villages