Does your portfolio match your risk tolerance?

Riskalyze is an award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Client Login  Links

At CPR Financial & Insurance Services, Inc., we have relationships with a number of custodians.  Please click the approriate link below to access your account.

TD Ameritrade Logo.png
1421526486 (1).png
Future Benefits Logo.jpg
Millenium Trust.png

Investment and Portfolio Management

Mutual Funds
3rd Party Money Managers
Life Insurance


HSAs (open one here)

877-431-6997 (toll-free)

877-624-1145 (fax)

Corporate Mailing Address: 5000 Eldorado Parkway, Ste. 150, Frisco, TX 75033

 All written content on this site is for information purposes only. Opinions expressed herein are solely those of CPR Financial & Insurance Services, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by CPR Financial & Insurance Services, Inc. a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through CPR Financial & Insurance Services, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. CPR Financial & Insurance Services, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
TX DOI License #2019174, CA DOI License #0D32917, Main Offices 603 E. Broadway Street, Prosper, TX 75078

©2020 by CPR Financial & Insurance Services, Inc.