Our first objective: reduce your tax burden by 25 – 50% or more.

RETIRE SOONER, RICHER AND ON YOUR TERMS.

The Tax Man is Coming – A CRP Financial Plan Prepares You.

Many people feel they’re paying too much in income taxes, yet often just accept it as unavoidable and write the check. If you’re looking for a different approach, we have a solution. It all starts with a Free Consultation and an introduction to Strategic Tax Planning at CRP.

Keep more of your hard-earned money – CRP clients save up to 50%.

Tax planning is what we excel at and what we’re passionate about. We begin by reviewing your current investment strategy to fully understand your financial goals. With the right plan in place, you’ll save on taxes year after year. It’s not luck—it’s a well-thought-out strategy and hard work that significantly reduces taxes.

We believe you should retire wealthier, sooner, and on your own terms.

If your accountant or financial advisor isn’t discussing tax planning with you regularly, CRP believes they should be. You've put in the effort to build your wealth, and nothing is easier or more important than exploring tax-saving strategies with professionals who make tax planning their top priority. This is how you can retire richer, sooner, and on your terms.

Meetings with CRP are complimentary – you only pay for services.

We don’t charge you for every meeting, call, or email. Our fees are transparent and written in plain language, not financial or legal jargon. Typically, we meet with clients twice a year to review their progress, make adjustments, and ensure they’re on the path to achieving their financial goals.