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Phone: (414) 427-8660

Unique Marketing Ideas


Life Insurance for Non US Citizens – How to insure clients who are not citizens of the United States. Click here for Spanish Version.

Saving the Family Cabin – a case study to learn how CPS can help you use our areas of expertise, such as legal, accounting, insurance, and financial planning to solve the problem of passing valuable assets from one generation to the next.  

The Secure Act – The ramifications of the recently enacted Secure Act and what it means for you and your clients.