CPS Investment Advisors

Our partner providing a unique asset management program focusing on educating clients about money and financial independence.  Their mission continues to be to help our clients achieve financial independence so that work or retirement can be their choice.

David Ralston, JD, MBA, ERISA Attorney

David Ralston, a partner in the prestigious Dallas, TX firm Underwood, Perkins & Ralston, P.C., brings over 20 years' experience practicing in employee benefits and deferred compensation.

John T. Vaughn Jr., Pension Plan Specialist

John T. Vaught Jr. President of the firm JTV&A specializes in design, administration, and accounting for over 1,000 plans for private and public corporations.