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Houston Financial Planner - CEP Financial LLC - Peter Regan - Call 281-685-9715

Do I need a Financial Advisor? Why do you benefit from Fee-Only advice? Tips for selecting a High-Quality Advisor. Top 10 Questions Investors should ask Advisors. Serving the Houston Area. CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. We are an Independent Fee-Only CFP Financial Advisor in Houston, Texas. Our firm provides Planning, Investment and Project services to help you achieve. Minimum Annual fee is $2500.

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Houston Financial Planner - CEP Financial LLC - Peter Regan - Call 281-685-9715 | peteregan.com Reviews
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Do I need a Financial Advisor? Why do you benefit from Fee-Only advice? Tips for selecting a High-Quality Advisor. Top 10 Questions Investors should ask Advisors. Serving the Houston Area. CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. We are an Independent Fee-Only CFP Financial Advisor in Houston, Texas. Our firm provides Planning, Investment and Project services to help you achieve. Minimum Annual fee is $2500.
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1 CEP Financial
2 Pete Regan
3 Peter Regan
4 Keith Peterson
5 Colleen Cooksey
6 Fee Only
7 Fee Only Advisor
8 Fee-Only
9 Financial planning
10 complete disclosure
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cep new inquiries,southeast texas,schedule of services,comprehensive financial plan,investment risk analysis,retirement plan,fees,design by webwerks
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Houston Financial Planner - CEP Financial LLC - Peter Regan - Call 281-685-9715 | peteregan.com Reviews

https://peteregan.com

Do I need a Financial Advisor? Why do you benefit from Fee-Only advice? Tips for selecting a High-Quality Advisor. Top 10 Questions Investors should ask Advisors. Serving the Houston Area. CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. We are an Independent Fee-Only CFP Financial Advisor in Houston, Texas. Our firm provides Planning, Investment and Project services to help you achieve. Minimum Annual fee is $2500.

INTERNAL PAGES

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1

News and Articles - CEP Financial LLC - Peter Regan Certified Financial Advisor - Call 281-685-9715

http://www.peteregan.com/articles.htm

To find out more about our services! Serving the Houston Area. Please peruse the following articles we have provided as a helpful resource for our clients. Mr Regan appears in the September 24, 2007 edition of Investment News. CEP Financial Q1 2012 Newsletter. CEP Financial February 2012 Newsletter. CEP Financial Q4 2011 Newsletter. CEP Financial Q3 2011 Newsletter. CEP Financial Q2 2011 Newsletter. CEP Financial Q1 2009 Newsletter. CEP Financial Q4 2008 Newsletter. October 2007 Asset Class Summary.

2

CEP Financial Profile - Houston, Texas - Call 281-685-9715

http://www.peteregan.com/about.htm

Serving the Houston Area. CEP Financial is a Houston area Financial Advising firm. We specialize in all aspects of Financial Planning. CEP is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. Founded by Peter Regan, CFP, MBA, CLU CEP Financial provides Fee-Only financial advising which ensures that we are focused on your financial well-being, not pushing other products or subject to conflicts of interest. More about the Fiduciary Oath.

3

Fee-Only Advisor - CEP Financial LLC - Peter Regan CFP® - Call 281-685-9715

http://www.peteregan.com/fee_only_advisor.htm

Do I need a Financial Advisor? Why do you benefit from Fee-Only advice? Tips for selecting a High-Quality Advisor. Top 10 Questions Investors should ask Advisors. Serving the Houston Area. Sometimes, things aren't always what they seem. While anyone can call themselves a Financial Planner, it doesn't always mean they have the background qualified for handling and growing your hard earned nest egg. What one calls financial advice, another might call good salesmanship. Click here to contact CEP Financial.

4

Financial Planning Services at CEP Financial LLC - Houston, Texas - Call 281-685-9715

http://www.peteregan.com/services.htm

Serving the Houston Area. Our client service policies are all about you. We have multiple communication strategies that make sure we are as accessible as you need us to be. And, when it comes to your assets, we always keep you fully informed so you know what's happening and why. Our personal services are designed to meet your requirements and contribute to your financial peace of mind. Financial Plan Implementation, Asset Management and Ongoing Financial Advice. Other Financial Planning Services. Plans a...

5

Comprehensive Financial Plans in Houston Texas - CEP Financial - Call 281-685-9715

http://www.peteregan.com/comprehensive_financial_plans.html

Serving the Houston Area. Offered to Investment Management Clients). Comprehensive financial plans include an analysis of your assets and liabilities, income and expenses, insurance and estate plans considered with respect to your goals and risk tolerance. The fees are based on the level of complexity of your personal situation. Complexity Level - Low. Estimate Cost - $0-$500. Typical Situations that affect complexity:. Complexity Level - Medium. Estimate Cost - $500 to $1500. Plans of this complexity ge...

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Houston Financial Planner - CEP Financial LLC - Peter Regan - Call 281-685-9715

Do I need a Financial Advisor? Why do you benefit from Fee-Only advice? Tips for selecting a High-Quality Advisor. Top 10 Questions Investors should ask Advisors. Serving the Houston Area. CEP Financial is a team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. We are an Independent Fee-Only CFP Financial Advisor in Houston, Texas. Our firm provides Planning, Investment and Project services to help you achieve. Minimum Annual fee is $2500.

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