- Trevor Saunders CFP®, CLU®, ChFC®
- Partner
About Us
Who We Are
CPS Private Client Solutions (CPS | PCS) is a pioneer in the realm of insurance planning. With a seasoned team of industry veterans, we've honed our craft to provide comprehensive risk management strategies supported by insurance.
Our approach flips the script and thinks bigger than policies and products. You’ll find no pushy sales tactics or commission-chasing here. We consult and craft solutions specific to your office's or firm’s needs, so they integrate seamlessly into your existing financial planning framework.
Why We Exist
People know that insurance is necessary. It’s crucial for managing risk and protecting everything your clients have worked for. What offices often overlook is the bigger role insurance plays in growing wealth and making money work smarter.
CPS | PCS exists to transform the way insurance is perceived and utilized. We go beyond the conventional view of insurance as a protective measure and empower our clients to harness its potential for wealth creation and optimization.
How We’re Different
We pride ourselves on our innovative approach to insurance planning. Our commitment to redefining traditional strategies ensures you receive recommendations personalized for you, and only you.
Every family you serve is unique. That’s why we create custom plans that address their specific needs alone.
We bridge the insurance knowledge gap family offices don’t realize they’re missing to address all angles of your clients’ needs.
We work alongside you and your existing advisors, blending our expertise with your vision.
Fiduciary responsibility is not something we take lightly. Your peace of mind is our top priority, guiding every recommendation we make.
Our focus is on finding the right fit for you, without any bias towards specific products or carriers.
Meet Our Team
Our Core Values
We strive to earn client loyalty and trust by constantly optimizing our best-in-class services and processes.
Our pride in making a meaningful difference in people's lives shines through in everything we do and every interaction we have.
Upholding the highest ethical standards, we foster trust through honesty and unconditional respect for all.
Our enthusiastic, collaborative spirit guides us in delivering the absolute best for those we serve.
We develop innovative strategies and solutions that redefine industry standards, delivering exceptional value to our clients.
