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      • 8:30 AM to 5:00 PM
        8:30 AM to 5:00 PM
        8:30 AM to 5:00 PM
        8:30 AM to 5:00 PM
        8:30 AM to 5:00 PM


    • Payments Accepted
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    Other times by appointment.

    About Us

    Financial Independence Through Planning The principals of Clairmont, Paciello & Co., P.C. founded CPC Financial Planning Inc. as an affiliated company to expand the full range of personal financial planning services and to add investment implementation capabilities. CPC Financial Planning offers you complete, comprehensive planning and management of your financial portfolio. The principals and associates listen carefully and then assist our clients in developing an individualized approach to financial planning. Our objective is to provide each client with information necessary for making informed financial decisions. CPC's commitment to Financial Independence Through Planning is to understand your goals and concerns and to give you a team of qualified professionals who will incorporate their knowledge of financial matters and vehicles with your personal objectives. CPC's advisors work with our clients to determine an appropriate asset allocation that takes into account the time constraints, the client's goals, age and risk tolerance and the size of the client's investment portfolio. All CPC Financial Planning, Inc. associates are Certified Financial Planners and Investment Advisor Representatives. In addition, CPC's Principals are Certified Public Accountants and Personal Financial Specialists.  
    CPC Financial Planning offers you comprehensive financial plans by providing the following services:

    Tax Planning and Cash Flow Management
    • Tax Planning.
    • Identification of tax saving strategies.
    • Cash flow analysis.
     
    Investment Planning
    • Appropriate level of liquid assets.
    • Current returns on investments.
    • Current and recommended portfolio allocation.
     
    Estate Planning
    • Identifying client's objectives.
    • Reviewing of wills.
    • General estate planning structures.
    • Considerations for fiduciaries.
    • Estate tax projections.
    • Planning recommendations.
    • Proper titling of investments.
     
    Retirement Planning
    • Project future retirement needs.
    • Establish retirement goals and objectives.
    • Review taxation issues.
    • Development of a funding strategy.
    • Develop asset allocation to help achieve retirement goals .
     
    Risk Management
    • Review and analyze survivors' capital requirements.
    • Analyze income during disability.
    • Review of homeowner, auto, business, and general liabiltiy insurance.
    • Determine appropriate business structure - sole proprietorship, partnership, S corporation, C corporation or limited liability company.
     
    Education Funding
    • Projection of future education needs.
    • Development of a funding strategy.
    • Section 529 Plans.
    • Education IRAs.
     
    Retirement Planning Programs
    • Individual Retirement Accounts (IRAs).
    • Simplified Employee Pension (SEPs).
    • 401(k) Plans.
    • 403(b) Plans.
    • Simple Retirement Plans.
    • Pension Plans.
    • Profit Sharing Plans.
     
    Employee Benefits and Insurance Programs
    • Whole Life Insurance.
    • Variable Life Insurance.*
    • Universal Life Insurance.
    • Survivorship Life Insurance.
    • Term Life Insurance.
    • Disability Insurance.
    • Executive Benefit Plans.
    • Deferred Compensation Plans.
    • Key Person Insurance.
    • Buy/Sell Life Insurance.
    • Buy/Sell Disability Insurance.
    • Disability Business Overhead Insurance.
    • Long-Term Care Insurance.
    • Group Health Insurance.
    • Pre-Paid Legal Plans.
    • Business Interruption Insurance.

    Key Search Terms


    Bryn Mawr, PA - Villanova, PA - Wayne, PA - Paoli, PA - Berwyn, PA - Malvern, PA - King of Prussia, PA - Collegeville, PA
    Rosemont,Ithan,Chesterbrook,Radnor,Saint Davids,Strafford,Tredyffrin,Frazer,Gulph Mills,Norristown,Arcola, Graterford, Rahns, Trappe
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Key Search Terms
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