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

Investment Services

CPF Texas can provide you with a balanced and disciplined investment solution to help you pursue your financial goals.

To address your financial goals, your portfolio should:

  • Be integrated with a comprehensive financial plan
  • Be adjusted for personal risk threshold
  • Be designed with the goal to transition from asset accumulation to reliable income realization seamlessly.
  • Be diversified with a focus on long-term goal achievement
  • Strive to provide predictable income when needed
  • Aime to offer asset protection and growth of capital
  • Seek to preserve purchasing power

Our priority allocation of existing assets into specific needs, wants and goals based investment opportunities help you work towards financial confidence, clarity and cash flow.

The information provided here is intended to be general in nature and should not be construed as investment advice nor a recommendation of any specific security or strategy. There are special risk considerations associated with each of the strategies  mentioned and they are not suitable for all investors. No strategy assures success or protects against loss.