Our Financial Planning clients are individuals starting their careers, young professionals, new entrepreneurs, successful business owners and fully retired individuals enjoying a different phase in their lives. Our business clients may be relatively new or multi-generational and include sole proprietors and organizations with over 1000 employees.

We take a common sense approach to Financial Planning; a dynamic process which adjusts as your economic circumstances and life stages change. We employ Fee-Based Asset Management Strategies striving for objectivity.

We have “grown up” with many of our business clients, assisting them in establishing their Employee Benefit and Retirement Plans and funding their Succession Plans for the next generation.

Several of our individual and business clients rely on Reed & Company, PC for their professional accounting services. Together we established CEP Group, LLC as a means to provide comprehensive services and a single source for Wealth Preservation & Estate Planning.

We appreciate our clients’ confidence and we look forward to new business relationships.