5299 DTC Blvd.
Suite 320 Greenwood Village, CO 80111
(303) 770.0154 info@cpfallc.com

 

 

 

 

Mission

The mission of CPFA is to provide valuable, customized advice in all areas of personal financial management in a comprehensive, trusted, and objective manner. 

Comprehensive
We advise in all areas of our clients’ financial lives including:
    • financial planning
    • investment management
    • estate planning
    • retirement planning
    • cash flow and debt management
    • tax planning and return preparation

Our senior client advisors are all Certified Financial Planners® and Certified Public Accountants who have advanced degrees in related fields.

Trusted
We are deeply committed to the relationships we build with our clients.  As your trusted advisor, we will:
    • listen to your goals, challenges, and concerns.
    • develop personalized strategies that are focused on your goals and unique situation.
    • follow through to ensure that your plans are executed appropriately.
    • proactively communicate with you about your goals, objectives, and strategies.
    • provide a breadth of competence and experience in a personalized manner.
    • always ensure that client accounts are titled in your name and you retain full rights.
      of access directly with the custodian.

Objective
Our advice is based solely on your family’s financial goals.  As fiduciaries, we have a legal responsibility to act in your best interest.  Unlike many other financial planners, we do not sell investment products, insurance, or receive commissions from any source.  Thus, we do not have financial conflicts of interest, giving us complete freedom to recommend the most appropriate solutions to meet your goals.