Philosophy

Personalized Service

At the end of the day, it’s about individuals and their money. When situations arise that need special consideration regarding finances and benefits, we are here to help work through that process.

  • Benefit Protection is our primary goal; we help ensure that benefits like SSI and Medicaid are unaffected when changes in finances could affect eligibility.

  • Personal Case Managers assure that all trust beneficiaries understand the rules, get the things they need and find other programs and benefits to enhance quality of life.

  • Sometimes, it just helps to have someone on your side. CFPD will be there.

CFPD Values

It's important that CFPD's values are clear, so you can be sure they're in line with your own.

  • We are passionate about what we do, and pride ourselves on hiring the best people so clients have a trusted friend to help choose reliable money management partners, and create plans that stay flexible with clients' changing needs.

  • We plan for spending or saving money in a way that reflects the goals and interests of our beneficiaries.

  • We're a 501(c)3 nonprofit organization, with our charitable funds being returned to support our local community.

Access

It’s our job to surround you with the appropriate information, expertise, and partners to make keeping your benefits and managing your finances simple and straightforward.

  • We are always available to answer questions and provide information on the
    most up-to-date, ever-changing rules and regulations of trusts, government benefits, programs, and resources.

  • Access to accurate accounting and record keeping is available to you at anytime.

  • We surround our clients with our network of community partners and resources.

  • Access to accurate accounting and record keeping is available at anytime.

  • We provide statewide, face-to-face personal service.

Ease

With clients and in partnership with the people they choose to work with, we can explain all the details of each of our services making them clear and easy to understand.

  • We have a consistent enrollment package that makes it one-stop shopping - enrollment is fast and easy, even during times of crisis.

  • The Pooled Trust is already an approved document – no need to start over for each
    individual. Colorado Medicaid and Social Security have approved it so any compliance hurdles have already been overcome.