Since all of our insurance and investment advisors are independent, and partner with our firm by choice, our clients wonder who CPFG is, and why our advisors choose to operate under our banner. To answer this question, it is important to clarify who we are not. We are not owned by an insurance company or a bank – we are 100% independent. Although we may have great relationships with some insurance and investment companies, we are not married to one, and in actuality, work as advocates of our clients when dealing with insurance companies – from a new policy to helping work through the claims process. Visualize a boutique law or accounting firm – there’s usually a group of partners who either started the firm or are its new leaders, they manage their practices and clients as well. A team of highly skilled associates manage and build their practice, and may be ...