Our Philosophy

At CLP Tax Advisory Group we believe that by providing our clients the best products and services available as a financial advisor, we will help you feel more at ease with your retirement choices. Our commitment is to help you achieve your retirement goals, while working toward a “worry-free” retirement.

Our team of financial advisors, legal, and income tax reduction specialists provides you with outstanding personalized service to help protect your finances with a full complement of conservative products.

Our Experience

Our firm’s specialty is tax reduction planning. Many of our clients enjoy more income and fewer taxes after utilizing our tax planning specialists who have many years of experience helping people enjoy a more secure retirement with tax advantages.

Our financial advisors have vast years of experience in providing conservative products to help achieve a more secure retirement for our clients.

Each office has a staff of income tax preparers and CPAs with many years of tax preparation experience. Our financial advisors specialize in helping our clients reduce their personal income tax burden. Additionally, our clients enjoy the benefits of having their income taxes prepared yearly for only $99*.


*$99 tax preparation applies to Form 1040A only. Personal income tax returns only.