Our staff has personally interviewed over 3000 of America’s most successful families and more than 7000 middle income families. We came to realize that most people are making the same mistakes, partly out of ignorance and media hype, partly due to poor professional advice. Our Kitchen Table Planning Series was written with the end consumer in mind. We give you the ammunition you need to get your problem solved in the most efficient manner.

Basic Planning Series

Family Planning Series  

Basic Life, Health, Disability, Planning. Asset Management, Risk Diversification, Retirement Planning, Estate Planning. Written to arm you with a foundation of understanding for helping your family avoid costly mistakes.

Basic Business Planning  

Group Insurance, Retirement Plans, Tax Planning, Getting your business started and incorporated correctly. Use the Tax Code to your advantage.

Advanced Planning Series

The Advanced Planning Series incorporates advanced planning tax avoidance techniques, estate preservation, retirement income planning and risk avoidance measures. This series also comes with an optional planning consultation (on-line or via the phone) to discuss your individual plans and challenges.

Investment Planning & Asset Allocation  

This incredibly useful guide comes with a risk tolerance guide and a portfolio review, question and answers session, in which your current portfolio will be reviewed thoroughly and a model portfolio constructed around the current one if possible.

Estate Planning *  

The advanced Estate Planning guide is best used prior to spending a small fortune at your local attorneys office. With this guide and work session you will go there armed with the questions you need to get answered to get your planning needs done quickly and at a minimal expense.

Business Planning  

Many small businesses would be better suited from a tax and liability standpoint if they were incorporated in a different manner. The business planning module will not only separate the advantages and disadvantages, but it will allow you to see the options available to you for retirement plans, tax planning and benefit modeling. A must for the small business owner that is struggling to stay ahead of the IRS or who is just getting started.

Let's face it, no one minds paying their fair share of taxes, but almost everyone agrees that overpaying is not an idea they are thrilled with. This guide outlines the strategies used by successful tax planners that allow them to apply the United States Tax Code to their advantage, limiting their tax liability legally.

Newsletter Series

Kitchen Table Basics  

This highly informative bi-weekly newsletter is intended for most families to guide them through a host of financial decisions. This is a financial survivors guide, it is presented in an easy to read format that could save you hours of aggravation and possibly thousands of dollars. The service also takes questions from the subscribers, that may get answered personally (time permitting) or in a future issue. Each issue covers 3 or 4 topics that families deal with every day. 26 issues (one year) for $12.00, 52 issues (two years) for $18.00.

Beyond Basics  

A bi-weekly newsletter that focuses on advanced market issues encountered by CPAs, HR personnel, Financial Services Representatives, CFO's, Stock Brokers, CFP's and the sophisticated individual. In a typical issue 2 or 3 topics are explored with the IRS code and/or letter rulings cited. The newsletter comes in two formats. The first is the newsletter itself, 26 issues (one year) $54.00, 52 issues (two years) $78.00.

What makes this different from all other newsletters is this. For an additional $80, that means one year for $134, (sorry, this option is only available for the 1 year subscription) you can email your personal questions and we here at the C.F.P.E. will answer your specific questions, most of the time within hours.

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America's finest all around personal family newsletter, filled with timely topics, unbiased facts, no commercial endorsements, just the information you need, the why, the where and the what. A must read.