Broker Check

Risk Management

Our team of Insurance Specialists identify risks that could be detrimental to your financial well being. While we pride ourselves on helping you reach your financial goals, it’s also crucial to consider how you may be negatively impacted without protections in place. Transferring risk in a cost effective manner to an insurance company can prove to be a prudent strategy to help minimize the financial damage of a catastrophic, unanticipated event.

Life and Disability

We are here to help you understand how your assets will be distributed under your current estate plan or help you get started. Additional estate planning considerations include Medical Power of Attorney and Durable Power of Attorney

    Long-Term Care

    Provides financial support in respite care, in-home care, assisted living or nursing home care.

    Health Insurance

    Whether a business owner, an individual needing assistance choosing a supplemental Medicare policy, or simply looking for options to fill the gap between early retirement and Medicare, we can help.

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  972-332-1523 Allen Office

     |  817-754-1790 Southlake Office