Collaborative Planning Group is a leading, independent insurance brokerage specializing in high-quality disability, long-term care, and life insurance and annuity solutions. Our ultimate goal is to keep families safe from unplanned risk. To do that, our approach to insurance is a little different. The foundation we work from begins with evaluating a client’s current policies (if they have any) to determine if they are providing the most beneficial and comprehensive coverage. If any gaps are discovered in the plan, our Insurance Strategists develop a plan to structure coverage that ensures maximized benefits for the client. CPG works alongside financial advisors, attorneys, and other professionals to provide the most well-rounded services possible for clients. A small business, Collaborative Planning Group keeps its focus on the people – valuing honesty and integrity above all else. CPG vows to always operate with 100% objectivity and transparency, without regard to compensation. The family atmosphere within the office extends to every client CPG works with.
