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2500 Dallas Parkway, Suite 495 Plano TX 75093         800-926-9136            

"They took the time to listen to our goals
and help us stay on track."

Supporting Legacy Planning for over 30 years

"Retirement is truly
about More than Money."

Serving clients across the U.S.

"We have confidence
in our Retirement."

Coaching through
executive complexities
for over 30 years


More than Money

CPF Texas helps successful families and individuals, like you,  maximize resources and minimize stress enabling the pursuit of your most important life goals.  We achieve this through our proprietary Comprehensive Financial Planning approach.

With over 100 years of combined financial services acumen, CPF Texas offers a luxury service experience and a team of professionals focused on you and your financial goals.