Why Choose CPT

  • People First: our no-cost consultations are always unbiased as a part of our tax-exemption as a 501(c)(3) charity.
  • Flexible Funding Strategies: no minimum funding amount and Structured Settlements welcomed.
  • Instant Trust Set-Up: if scheduled at least 24 hours in advance, trust can be established within 1 business day.
  • Competitive Flat-Rate Pricing: with price matching designed to keep costs low to preserve client’s funds, and eliminate any conflicts of interest.
  • Open Communication: online access to account, mobile app, regular statements, and email/text status notifications.
  • Immediate Access: secured VISA cards provide clients with the autonomy they desire.
  • Experienced Trustee: we have served over 10,000 clients since 1994 and operate in 48/50 states (excluding CT & NM).
  • Free Training and Resources: Aligned with our tax-exemption, free training and resources is available on various topics related to the community of those living with disabilities.
  • Partnerships with Industry Leaders: we work well with everyone including MSA administrators.