CPD – We specialize in designing leading edge retirement plans for small to mid-sized businesses.

Formed in 1979, CPD has long been known for solving the most complicated and convoluted retirement plan problems.

One thing we do better than anyone else is understand the complexities of the retirement plan arena. We weave our knowledge of what the laws say (and don’t say) into a tapestry made from the elements of estate planning and taxation that naturally interact and come into play.

Put simply, we solve retirement problems you didn’t know you had.