About Us

CPD serves companies who wish to provide secure financial futures for their owners, their businesses and their employees. Our plans offer firms unparalleled flexibility. We help businesses attract and retain talent, minimize their tax burden and optimize their retirement savings.

We are:

• CEFEX certified – which means we voluntarily subscribe to the highest fiduciary standards in our industry
• Credentialed- our plan administrators receive significantly more training and continuing education than in necessary to maintain their designations.
• Passionate about getting people to their retirement with dignity, and at a time of their own choosing