IF YOU WANT TO PROTECT YOUR WEALTH, PROPER INSURANCE PLANNING IS A MUST.

You’ve worked hard to provide for your family and build your wealth, so it’s important to make sure you’re protected when life’s unexpected events occur. This is where proper insurance planning and risk management come into play. This is a critical component of any comprehensive financial plan.

INSURANCE / RISK MANAGEMENT

  • Insurance Needs Analysis
  • Life, Health, Disability Insurance
  • Long-Term Care Insurance
  • Property/Casualty Insurance
  • Medicare/Medigap Analysis
  • Variable Annuity Management
  • Annuity Rescue
  • Collaboration with Agent

COLLABORATION WITH YOUR INSURANCE AGENT

Because we are a Fiduciary and want to remain unbiased and free from conflicts of interest, we do not sell commission products like insurance policies. However, we will gladly work closely with your insurance agent to ensure your financial plan is aligned with your insurance needs. If you do not have an insurance agent, and would like to engage one, we have several strategic partnerships with insurance agencies in the Houston area. We can certainly coordinate that engagement and will continue working with them on your behalf in the future.