Who We Are
Planning That Adapts to Your Life.
We understand that individuals face unique financial challenges at different stages of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
With our knowledge and your goals, an appropriate financial strategy may be more attainable than you might think. No matter where you may be on your journey, we look forward to helping you work towards crossing that finish line.
Retirement
Retirement Strategies
Personalized plans designed to build sustainable income, manage risks, and ensure you never outlive your wealth.
Legacy
Legacy Planning
Thoughtful estate and wealth preservation strategies to protect your assets and transition them seamlessly to future generations.
Investments
Portfolio Management
An academic-based, disciplined approach to investing that focuses on proven strategies rather than market guesswork.
Business
Business Owner Services
Financial coaching and tailored guidance to help entrepreneurs grow, protect, and seamlessly transition their commercial ventures.
How We Work
Our Process Is Built Around You.
Every client relationship begins with a genuine conversation and unfolds through a disciplined, personalized process designed to bring your goals into focus.
Our People
Our People, Dedicated to You.
Founded by Charles Pettit, ChFC®, ChFEBC℠, CLU® and Sophal Pettit in 1996, CSP Financial Group is driven by the founders' unique life journeys and shared passion for helping families achieve their American Dream. Combining decades of experience with an academic-based investment philosophy, the team delivers client-first financial coaching and planning designed to inspire purpose and provide lasting peace of mind.