CPF Texas

About

INVEST IN WHAT MATTERS

Story

Our Business Philosophy
For planning to be effective, it must be implemented. That's why the CPF Texas logo is a checkmark, the symbol of tasks accomplished along the way towards a successful goal.
In our work with clients, we create a personalized Action Register, with tasks identified, assigned, and targeted for completion by the client on specific dates. The commitment to follow-up and follow-through that we share with individual clients is represented by that check mark. Each client meeting includes a review of the Action Register to track progress in achieving the client's goals. No item is checked off until the client advisor and the client agree that the action has been done.

Mission

CPF Texas provides a financial life-planning service that enables successful families to maximize their resources and minimize stress and conflict to pursue their most important life goals.
We help our clients:
* Protect what they have
* Provide a lifetime income stream
* Promote Family giving