To Preserve Family Wealth
and Business Success Across Generations

You’re not alone.

At Texas Financial Partners, we are dedicated to developing a trusted, proactive, long-term relationship with our clients, their families, and their advisory
teams.
Our team advises clients on how to help preserve family wealth and business continuity by integrating life insurance as a planning tool.

In Our Experience

Clients don’t continue their planning for lack of clarity, confidence, and coordination. The plan often involves integrating life insurance to help clients achieve their personal, business, and philanthropic goals.

Advanced Life Insurance Design Wealth Transfer Retirement Planning
Life Insurance Portfolio Management Charitable Planning Foreign National Planning

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Continuity

Five independent life insurance firms came together to focus on reliable continuity of service across generations. We called it a client continuity merger, and as far as we know, it’s never been done at this level.

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Insights

Aug
2018
AUTHOR: Todd S. Healy

The Origin of Our Client Continuity Merger When Texas Financial Partners came together in 2015, we came up with a model that emphasized continuity of service. We called it a client continuity merger, and as far as we know, it’s never been done before. When I entered the life insurance business nearly four decades ago, […]

Oct
2018

“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural working lands in Texas, and the reason why the Texas Agricultural Land Trust (TALT) works hard to protect rural Texas lands. Celebrating their 10th anniversary this year, TALT’s mission is to conserve the Texas heritage […]

Feb
2018

The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is an experienced and successful intergenerational financial strategist, who was poised to offer his expertise on family financial planning to this event — intending to focus on how to manage and mitigate family conflicts in order to preserve wealth as it is transferred from one generation to another.

Nov
2018

G1 TO G4 – Communication is the Key Author: Jay F. Wheless The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood and sense of security for each other. Each family member contributing his or her unique skills and abilities to a business they are […]

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