We get asked all the time “what is the best thing to do, or best place to put my money?”
The answer to that question is wherever gives you the highest net yield. The problem with many advisors today is that they don’t take the time to properly assess your current position or properly understand your goals.
Here at CP Insurance, before we make any endorsement, we will understand both. Only then can we recommend the best vehicle to get you from point A to point B.
Sometimes our recommendation is to work with us, sometimes our recommendation is to work through another firm who specializes in a certain area. Either way, we vow to always be transparent and make accurate recommendations that are in your best interest.