About UsWe are a boutique advisory firm providing financial planning and insurance services to protect Wealth and Health. While we are based in the Texas capitol of Austin, we help families across multiple states achieve peace of mind through an unbiased and fiercely independent approach. Above all, we are grateful for the opportunity to serve each and every one of our clients at the highest level of trust. |
Solutions We Provide
Life Insurance as Protection
Permanent with Living Benefits
Protect your financial assets from an adverse health event. Make sure you have the "new" kind of life insurance that you can use while you’re still around, not when you’re gone. |
Term with Living Benefits
An affordable alternative of the aforementioned. Many young families use term as a "stepping stone" to permanent later on. Buy it when you're healthy to be "grandfathered" into your rate class at time of conversion. |
Life Insurance as Wealth Accumulation
Index Universal Life for Retirement
Grow your retirement nest egg tax-free using a low-risk vehicle that's afforded favorable treatment by the tax code. Protects against downside losses stemming from market volatility risk by locking in gains. |
Index Universal Life for Estate Transfer
A well-organized estate is one of the most thoughtful gifts you can leave for the next generation. We can help you plan for your children's future and beyond. |
Annuities
Accumulation Annuity
Grow your cash savings over a specified time horizon for a medium-term goal, such as private school tuition or college expenses. |
Income Annuity
Convert your 401(k) into a personal pension that's guaranteed to last a lifetime. Let us show you through the available rollover options. |
Health Insurance
Medical
Enrolling individuals, families, and even small businesses for health care coverage to keep you fit and fearless in doing the things you love. Under Age 65
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Dental & Vision
Did you know oral health is an important leading indicator of chronic conditions such as diabetes, heart disease, and stroke? We can help you "brush up" on dental care basics and find the right plan. |
Select Insurers We Represent
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Why "Independent" Matters
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To achieve financial goals, we often utilize insurance-based products because of the tax advantages afforded by Section 7702 of the IRS Tax Code.
Being "independent" means that we are not captive to any one insurance carrier. Instead, we match you – the client – with one of dozens of insurance carriers that best suits your individualized need. Our independence is what sets us apart. |
Our Report Card
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YEARS OF COMBINED EXPERIENCE
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Each client has unique financial objectives, and we tailor our approach accordingly.
The one thing that never changes is our guiding principle to treat everyone like family. And it shows.
We can help you address your needs for today as well as the many years to come. We look forward to working with you.
The one thing that never changes is our guiding principle to treat everyone like family. And it shows.
We can help you address your needs for today as well as the many years to come. We look forward to working with you.
Where We Work
Based in Georgetown, TX. Serving the Greater Austin Area and beyond.
Get In Touch
Want answers from the comfort of your couch?
We'd be happy to meet with you by Zoom video conferencing or by phone.
Remember, the conversation's free.
We'd be happy to meet with you by Zoom video conferencing or by phone.
Remember, the conversation's free.
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