9330 LBJ Freeway
There is added value in having a coordinated insurance and financial strategy conceived and implemented by the same trusted professional, someone who has taken the time to know and understand your needs and priorities. Individual life, long-term care, and disability insurance programs are designed to address the needs of the individual using comprehensive programs. We have access to over 30 of the top insurance companies.
Life insurance can help protect those you love from financial hardship. For many families, this coverage is part of a smart financial plan — now more than ever. Our financial professionals will evaluate your coverage needs and recommend products that meet your objectives.
It's no surprise that many adults will need long-term care (LTC) at some point in their lives. Serving as a caregiver can be a great honor, but it can also present challenges. Having a strategy for your future health care costs can make a real difference for your caregivers. Benefits include allowing family members or other caregivers to remain in their caregiving role with less stress and greater satisfaction, as they can focus on making the best care decisions rather than worrying about how to pay for care. Our financial professionals can assist you in creating a strategy that fits your that fits your LTC needs.
Disability insurance helps protect your income if you can't work and get your regular paycheck. Our financial professionals can help you understand whether short term or long term disability coverage is appropriate to your situation.