Our Mission Statement

CPF Texas provides a financial life-planning service that helps to enable 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.

CPF Checkmark The checkmark in our logo symbolizes our emphasis on getting things done. All the plans in the world won't get you to where you want to go unless you complete the actions required. We help you determine what actions need to be taken and then work with you to complete them and check them off your list.