Client Profiles for Financial Services Confidential Planning Corporation Hartsdale, NY - Confidential Planning Web Site CPC is a financial services company specializing in retirement planning and investment advice since 1975. As a full service organization, they design, implement and service financial programs for educators and employees of school systems, universities, hospitals, and non-profit organizations. At CPC, they provide a professional approach to integrated financial services and offer their clients superior, personalized customer service, sound advice, and a diversified range of investment products. Headquartered in Hartsdale, New York, they have regional offices throughout New York State, as well as New Jersey and Pennsylvania. Hundreds organizations have trusted CPC to provide retirement planning services for their employees. ComSi has implemented and maintains a 15-user network at CPC that manages and archives the main transactions at CPC. A comprehensive custom application also has been developed to process and manage pension contribtions and investments for employees for most of New York State's school districts. We have also jointly developed a custom application to calculate the various retirement options offered to NYS teachers, and how CPC can provide products to maximize retirement benefits. |