top of page
Advisor K Logo (1).png

A Retirement Solution for all sized businesses

What makes CPR Advisor K Different

CPR Advisor K is a MEP (Multi-Employer Plan that utilizes the economies of scale to leverage multiple companies collective strength in ways a single employer plan cannot.

LEARN MORE

Our Process

It is hard to compare one 401(K) to another with some with so many hidden fees. Let us show you where you stack up to the what's out there.

Monitoring your investments

Are your current investments appropriate? Do they cost too much? Are they diversified? We employ a 3(38) to make sure you meet the strictest requirements.

Our Process

It is hard to compare one 401(K) to another with some with so many hidden fees. Let us show you where you stack up to the what's out there.

Monitoring your investments

Are your current investments appropriate? Do they cost too much? Are they diversified? We employ a 3(38) to make sure you meet the strictest requirements.

Our Process

It is hard to compare one 401(K) to another with some with so many hidden fees. Let us show you where you stack up to the what's out there.

Monitoring your investments

Are your current investments appropriate? Do they cost too much? Are they diversified? We employ a 3(38) to make sure you meet the strictest requirements.

Image by Austin Distel

Education is Key

If you are going to offer an important benefit to your employees; education is crucial. We have tools to help employees feel confident in being part of the plan.

Subscribe Form

877-431-6997 (toll-free)

877-624-1145 (fax)

Corporate Mailing Address: 603 E. Broadway Street, Prosper, TX 75078

  • facebook
  • twitter
  • linkedin

 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

©2023 by CPR Financial & Insurance Services, Inc.

bottom of page