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CPC Financial Planning
CPC Financial Planning is Jerry Szott's Lincolnshire family office, integrating tax, estate, and investment advisory under an RIA structure.
CPC Financial Planning
CPC Financial Planning was founded by Jerry Szott and operates from Lincolnshire, Illinois. The firm structures its services to blend family-office-level financial planning with tax preparation and estate strategy under one roof, a model that keeps planning central rather than delegating it to separate external providers. Szott's firm manages client assets through a mix of insurance products, real estate investments, and traditional market securities. The firm has historically guided clients into 1031 exchange real estate vehicles and income-oriented limited partnerships, positioning itself for wealth preservation rather than speculative growth. Known portfolio structures include life insurance-based retirement plans and direct participation in private real estate placements. With a lean team operating from a single Illinois office, CPC Financial Planning does not publicize its headcount or aggregate deployment figures. The firm maintains a low online profile, consistent with a boutique advisory serving a concentrated base of Midwestern families and business owners. There is no public record of separate philanthropic vehicles or alternative investment arms. CPC's structural differentiator is its integrated tax-plus-planning model. The firm holds its professionals out as qualified to prepare client tax returns in-house, giving Szott direct visibility into a family's complete financial picture and removing the coordination lag that arises when an external CPA firm handles compliance.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lincolnshire
Corporate office
Lincolnshire, IL, United States
Principals
Jerry Szott
Founder and President
Sector focus
Frequently asked questions
Is CPC Financial Planning a single-family office or does it serve multiple families?
CPC Financial Planning serves multiple client families, but it operates with the integrated service model characteristic of a multi-family office rather than a retail brokerage. It provides coordinated tax preparation, estate planning, and investment management under one roof rather than farming those functions to separate providers.
How does the firm invest client capital?
The firm blends traditional market securities with insurance products and direct real estate investments. Clients have historically been guided into 1031 exchange real estate vehicles and income-oriented limited partnerships, reflecting a wealth-preservation posture rather than aggressive capital appreciation strategies.
What differentiates CPC Financial Planning from a standard wealth management practice?
The key distinction is its in-house tax preparation capability. Because CPC prepares client tax returns directly, the firm maintains real-time visibility into a family's full financial picture and can adjust investment and estate strategies without the lag caused by coordinating with outside CPA firms.
Who is the key decision-maker at CPC Financial Planning?
Jerry Szott, the founder and president, serves as the central investment and planning authority. The firm's structure reflects a single-adviser model where Szott personally oversees the tax, estate, and investment functions rather than delegating them across a large committee.
Where does CPC Financial Planning's client base concentrate geographically?
The firm serves a concentrated base of families and business owners primarily located in the Midwest, with its sole office situated in Lincolnshire, Illinois. There is no public indication of a broader national advisory footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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