Investing for retirement is a marathon of tiny steps to reach a finish line. Along the way, it can be easy to make mistakes and get sidetracked which can derail your financial plan. It is imperative to follow your plan and speak to your advisor when you are concerned. If you do not have a plan, it is easy to fall into one of these traps.
We would like to introduce you to Rick Bernard, the newest member of the CPS Investment Advisors team! Rick is now a Financial Advisor following a distinguished 33-year career with the Polk County Sheriff’s Office. He retired as Captain of the Bureau of Criminal Investigations. Welcome Rick!!
Every day CPS Investment Advisors strives to improve the lives of the clients we serve and the community we live in. Earlier this month, team members received a chance to touch the lives of young men who are being mentored on how to live successful lives.
Click on: Shred Fest 2017
Please join us for Shred Fest 2017 at the CPS Financial Building!
Crown Shredding will be on-site from 10:00am-2:00pm. We’ll be having a cook-out starting at 11:30. Please join us for a great event!
Our team has been raising money all year for Viste. The non-profit helps provide seniors, 70 and older, with hot meals and other necessities. We hope this money can make the holidays a little brighter for such a great organization. VIste President, Steve Bissonnette, visited the firm today. He says this will help provide more than 200 hot meals to elderly members of the community.
CPS employees also donated more than a thousand dollars to the South Lakeland Rotary Club’s “Koins for Kids” program last week. The firm also presented the Alzheimer’s Association a check as well.
CPS Investment Advisors congratulates Tony Corrao on becoming a CERTIFIED FINANCIAL PLANNER(TM). Corrao has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Way to go Tony!
Peter Golotko, CPA/PFS, MBA and President of CPS Investment Advisors, was the keynote speaker at the 20th Annual CPAllianceTM Executive Roundtable at Streamsong Resort. The CPS staff helped provide training with several presentations. Forty CPA’s also attended financial planning classes for continuing education. CPA’s also participated in some fun events as well.