Employee Benefits and Investment Services

CPC Financial Planning, Inc. and Tanglewood Financial Services, Inc. offer a wide array of employee benefits and investment services. They are experienced in serving closely held businesses just like yours. Through their quality and service, CPC Financial Planning, Inc. and Tanglewood Financial Services, Inc. have grown to become a leader in employee benefits and investment services.

Here are just a few of the many benefits and investment services available to members of Flexible Benefits Plans, Inc.

Retirement Plans

• Roth IRA

• Traditional IRA

• Simple IRA

• 401(k) Plans

• 403(b) Plans

• Profit Sharing Plans

• Pension Plans

Investments

• Assets under Management*

• Full Service Brokerage*

• Mutual Funds

• Section 529 Plans

• Coverdell Education Savings Accounts

• Variable Annuities

• Fixed Annuities

• Insurance

• Long-term Care

* Discount available for Flexible Benefits Plans members

Contact Rich Capasso at CPC Financial Planning, Inc. and Tanglewood Financial Services, Inc. (610) 354-9275 or rich@cpcfinancial.com