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.

how can we help you?

Contact us at the CPD offices or submit a business inquiry online.

My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

Mitchell Wolk
Owner, Mitchell Wolk

Looking for a First-Class retirement plan?