Wealth Management & Financial Planning Services

Wealth management & Financial PlanninG services

 
 
 

CP Financial Services, LLP has been providing financial planning services to Casey Peterson, LTD clients since 2000.

We partner with Avantax Planning PartnersSM to provide investment advisory services and to work with our own Certified Financial Planner professionals in serving your financial needs in asset management, investment advisory, and financial planning for retirement.

Avantax is a well-respected partner that works with CPA firms across the country. Like us, they believe in the team approach when it comes to providing services to our clients.

To learn more about Avantax, please visit their website.


GUIDANCE • PLANNING • STRATEGIES

For most, the unknown path of investments, retirement, and taxes can be overwhelming and unclear. We can help guide you through the entire planning process to ensure a smoother ride. We collaborate with Avantax to connect tax planning, estate planning, and wealth management to what is important to you. View the following short video for details and contact Casey Peterson, Ltd. to schedule an appointment.

Illustration of teal piggy bank with a female and male depositing oversized coins
 
 



Image of Kevin Eggebraaten, CPA

Kevin Eggebraaten

CPA

Kevin Eggebraaten has been a shareholder with our firm since 2001. He specializes in the healthcare industry, tax, consulting, trust and estates, and litigation support. He also enjoys helping clients with wealth management by understanding their goals and implementing strategies to help them reach their desired outcome.



Contact Our wealth management & financial planning team

We'd love to get you connected with one of our financial advisors about our wealth management & financial planning services.

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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to CP Financial Services, LLP. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

DON'T LIKE NUMBERS? WE DO.

At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

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