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

Business and Executive Services

CPF Texas provides strategies for business clients.  We offer clear solutions, direction and assist with implementation for business owners, executives and high level managers on their complex financial needs.

Strategies offered include but not limited to:

  • Comprehensive financial executive plan
  • Succession Planning
  • S and C Corporation structures
  • 401(k) and 403(b) Design, development, advice and implementation
  • Mergers and Acquisitions
  • Key Man Risk Management

You have worked hard at growing your business. Let us help you enjoy its benefits as you focus on the next phase of your life.