The term fiduciary is one we can’t stress enough! It’s very important to you, the investor. Currently, financial advisors are regulated under two standards:
The Villages, Florida (September 27, 2017) CPS Investment Advisors has opened its newest location in The Villages, Florida. The investment firm, which serves clients across the country, operates exclusively under a fiduciary standard and provides a comprehensive range of financial services, including financial planning, money management, 401(k) planning, accounting and tax expertise.
Hurricane Irma certainly packed a powerful punch in and around Polk County. The scars remain evident and unfortunately, repairs could take months for some. It also took a toll on wallets, but here’s some good news for taxpayers: those affected by the storm could recoup some of those financial losses through tax savings.
CPS Investment Advisors has been voted the “Best Investment Firm” in the Lakeland Ledger’s 2017 “Best of the Best” contest.
It’s the second year in a row the firm has received the top honor. CPS Tax Manager, Holley Kelly, was also voted “Best Accountant.” CPS Partner, Mike Riskin, was also nominated as a finalist for “Best Accountant.”
CPS Investment Advisors would like to thank everyone for their support. We enjoy serving the community and helping all our clients here and throughout the country.
After 26 years of active duty in the Air Force, including tours in Vietnam and Desert Storm, Colonel Gary Clark has a new mission: helping veterans plan their finances to provide financial security for their families. As a financial planner with CPS Investment Advisors, Clark is dedicated to helping those who protect our country’s independence achieve their own financial independence.
Of all segments of society, Clark says veterans should be the most successful at financial planning for their future as the military instills discipline, work ethic and goal achievement. They understand the value of mission achievement, which can be carried out in every day civilian life. But not every veteran comes home to a simple life. Many deal with challenges and struggles.
If you don’t have financial security, it’s never too late to turn your situation around.
Retirement planning can be accomplished by taking some simple steps. Clark says no matter what a veteran is dealing with, understanding limitations on what is essential is a “military mission essential.” It’s simple, to achieve financial security, debt should be controlled or eliminated. Veterans should find out every benefit to help them save money to allocate towards retirement. Pay yourself first is an often heard mantra in the financial world.
Clark says few veterans are versed enough to understand the finer points of investing. For one, they should be skeptical of investment products including insurance they don’t understand or something that sounds too good to be true. Thankfully, time in the service has taught them the value of objective examination and to find the best help to solve a problem. Clark says, “Self-surgery for an appendix removal is unwise, and the same goes for financial security self-planning. Professional assistance is essential.”
According to Clark, there are six basic principles veterans need to remember to achieve financial security and build lasting wealth. Acceptance of responsibility, establishing a plan, staying out of debt, communication, adequate savings and investing with objective rational thought. If you’re a veteran who wants to make this your new mission, we advise meeting with a trusted advisor who can help you develop a strategic, goal driven retirement plan. You’ve served and protected our country, now it’s time for you to secure your financial freedom.