Career and Business Opportunities

Whether we consider it a career, a profession, or a job, the fact remains that for most, work takes up a majority of our time until we retire - if indeed we ever do retire.
The fact that you are reading this indicates that you most likely enjoy what you do because you have achieved significant success doing it. Congratulations! And now what will you do next?
At CPF, we have found that most people want to do, be, have or give much more than previously was possible. We help them discover what matters to them and how to deliver on their dreams and goals. Our team members and clients are more concerned with what CPF calls the "return on life" than simply the return on investment.
Even with that understanding, the transition from working for a living to "working for a life" is not easy. A well-conceived plan is critical to making the most of your success, ensuring that you welcome related opportunities and do not feel overwhelmed by related concerns. For example:

• Financial - How much do you need to maintain your desired standard of living? How much income can you expect? How much time can you devote to monitoring and managing it? For security, do you face downsizing your home and scaling back your travel - or your dreams?
• Personal - Where to live? How close to home is the office? How far away are the grandkids? Are you confident about your health?
• Emotional -What contribution do you seek to make? Will you feel valued if you scale back work responsibilities? Are aging parents a concern?
• Social - If you have waited years to do something, give something or go somewhere, are you ready now to put it on your calendar? Who are the people you want to join you in your excursions, or to benefit from your efforts?
• Spiritual - Is it time to change your focus from the next earnings quarter to eternity? What really is important in your life? Is God calling you to do something to serve Him, perhaps to serve your community or support a favorite cause?

At CPF Texas, we address with you issues such as these and more.

Tools and Techniques

CPF uses the following tools and techniques to help clients prepare for and deal with life's transitions relating to Career and Business Opportunities:

Investment Tools

• Annuities
• Corporate Paper
• Managed Money
• Stocks / Bonds / Mutual Funds

Insurance Tools

• Business Overhead Expense
• Disability
• Life Insurance

Legal Tools

• Buy Sell / Agreements

*Deferred Compensation Plans

• ESOP's

---