Let’s talk about your future

Our Story

Why I do this work

Insurance is a grind and a balancing act, but it’s also an intensely interesting and empathetic profession. What keeps me in it is the people. I enjoy getting to know my clients and earning their trust on decisions that affect their future and the quality of their lives. In return, I can offer something that truly matters: protection and peace of mind.

I listen first

I’m a good listener, and that’s where every plan starts. Before I recommend anything, I want to understand you: your family, your work, your worries and your goals. That conversation lets me do a comprehensive evaluation, so what I suggest actually fits. I only succeed when I prioritize my clients’ needs.

Rooted in Bucks County

I was born in Philadelphia, married, and moved to Bucks County, where we raised two daughters. Today they’re both married, and we’re proud grandparents of two.

A small firm, on purpose

Corporate Planning Consultants was incorporated in the ’80s to better help my clients with a small staff. Many people also know us as William Cervellero & Associates, because most folks just know me as “Bill.”

A nurse on our team

We have a licensed registered nurse on staff who can assess medical claims and evaluate medical records. Her clinical experience means you get guidance that understands both the coverage and the care.

Our promise

Insurance is the necessary product no one really wants to buy, but everyone needs. We’re here to offer you a warmer way of handling it.