Our Firm

Our associates will work with you to assess and analyze your current financial situation.  We will listen to your future dsires and needs.  Once we have a clear understanding of where you are and where you want to be, we consult with select memebers of our team that include- attorneys, accountants, pension specialists and niche planners- to develop a coordinated plan designed to help you achieve your financial goals and objectives.  When you approve our recommendations, we work in tandem with your other advisors to implement and monitor your plan.

We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our clients' needs.

Our professional specialities encompass the eight areas of financial services that our clients tell us are important to them, their advisors and their families:

  • Retirement Plans
  • Life Insurance
  • Long-Term Care*
  • Investment Service**
  • Trust and Estate Planning Strategies
  • Business Continuation
  • Employee Benefits
  • Disability Income

*Long-Term care and Disability insurance are available through representatives who are independently contracted with one or more insureres who provide these types of insurance contracts. Long-Term Care and Disability insurance are not underwritten nor issues by National Life Group

**Securities and investment advisory services are offered solely through registered representatives and investment advisor representatives of Equity Services, Inc., member FINRA, SIPC; broker/dealer and registered investment advisor affiliate of National Life Group, One National Life Drive, Montpelier, VT 05604 (802) 229-3900.  All companies referenced are affiliated unless otherwise noted. CPS Financial Services is independent of Equity Services, Inc.