There is an app for that!
Unless you've been living on a distant island you know that the iPhone has revolutionized the way that many people communicate. Apple didn't invent the mobile phone but it innovated how it is used. One of the key features of the iPhone is the creation of apps. Apps stands for applications which are processes that do specific things or have specific purposes.
The famous "there's an app for that" advertising campaign taught us all about the power of applications. While many of these applications are quite sophisticated they've been designed to be very simple to use. Simplicity is part of the allure of the iPhone. Wouldn't it be nice if your personal finances were simpler? Well, at CPF Texas we have an app for that!
After 25 years of helping successful executives, business owners and physicians we've learned it is vital to have a well-thought-out process or application in order to stay on top of one's financial affairs. In fact we don't have just one app we have four:
LIP - the Life Income Plan is tailored to be sure you are working toward getting the maximum income you can for the rest of your life.
CLIP - the Comprehensive Life Income Plan pulls together all of your financial affairs including taxes, insurances, investments retirement, etc. into a comprehensive strategy.
CAP - the Care for Aging Parents plan takes into account the realities of parents financial needs extending far into the future and how it impacts the retirement resources of boomers.
STIP - the Strategic Tax and Income Plan is tailored to help people with substantial assets increase the amount passed on to their children and favorite charities and reduce the amount that is paid to taxes and fees.
Yes, life has become quite complex in many areas, especially finances. But, at CPF Texas we got an app for that.
Here to There: How We Can Help You
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The ladies are color coordinated this morning!
Staff Photos
11 May 2012, 9:06 am
Congratulations to our client: Joe Armstrong who will be giving the undergraduate commencement address on 5/12/12 at Trinity University. Click for info http://web.trinity.edu/x18298.xml
Clients in the News
1 May 2012, 6:14 pm
It's not too late, join our CPF Texas team today! Please call us to join the team!
Wall Photos
And with this first step we embark on a journey to honor America's fallen heroes and their families. Thank you for everything that you have given and continue to give to our country. We Carry the Load for you.
Help us Carry the Load and create a virtual "relay" by "sharing" this photo and posting it to your facebook account. Let's see how many people we can get to share this photo and help Carry the Load.
19 April 2012, 10:16 am
Roger Staubach shares how you can get involved with Carry the Load event on this short video! Call us to join our CPF Texas team today!
Carry The Load - Who Are You Carrying This Memorial Day
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Carry The Load - Who Are You Carrying This Memorial Day Carry the Load is a 20-hour Memorial Day event honoring and thanking members of the military, law enf...
17 April 2012, 1:42 pm
CPF Texas will be sponsoring a team this Memorial Day weekend for "Carry the Load 2012" event here in Dallas! Click here to learn more about this event, www.carrytheload.org. More details to come!
17 April 2012, 10:06 am
2012 LPL Leaders Conference
Mark, Chris, and their beautiful wives enjoying their time at the LPL Conference!
4 April 2012, 9:25 am
The Spence family enjoying quality family time in Steamboat Springs, CO!
Staff Vacation Pictures 2012