Custom Strategies. Built for Texans. Backed by Experience.

We design resilient financial blueprints tailored to your life, your values, and your future. From insurance to legacy planning, our goal is simple: help you live with confidence, no matter what comes your way.

Who We Proudly Help

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Refinery & Petrochemical Workers

Optimize benefits and protect income after a life of hard work.

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NASA Employees

Navigate federal benefits and pensions with clarity and confidence.

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Texas Educators

Maximize TRS, pension timing, and build a complete retirement picture.

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Families & Individuals

From first-time savers to multi-generational households—we build strategies that grow with you.

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Insurance Services

Protection that Works as Hard as You Do

We provide diverse, tailored insurance services—from life and health to property, casualty, and principal protection—designed to protect your family, your income, and your lifestyle.



What this means for you:

  • Confidence that unexpected health events won’t disrupt your plan
  • Coverage that matches your stage of life—not just a policy
  • Long-term care strategies to help protect your independence

Wealth Management

Strategic Retirement Planning, Texas Tough

We craft customized retirement income strategies to help you pursue your unique financial goals—through every market cycle and every stage of life.


What this means for you:

  • Personalized income blueprints to replace your paycheck
  • Tax-efficient investment strategies to keep more in your pocket
  • Asset allocation plans built to protect and grow your savings
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Comprehensive Legacy Strategies

Leave a Legacy That Reflects What Matters Most

Our legacy strategies ensure your wealth is passed down with intention—not confusion. We help you protect your family, honor your values, and minimize the burden of taxes and legal complexity.


What this means for you:

  • Confidence that your loved ones are protected
  • Efficient wealth transfer with fewer tax surprises
  • A legacy that aligns with your values—not just your balance sheet

You’ve Worked Too Hard to Leave Retirement to Chance

We’ll help you create a dynamic income strategy that protects what you’ve built—and gives you the freedom to enjoy it.

No cost. No pressure. Just straight answers—and a plan you can count on.