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 |
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.
Insights
When affluent multigenerational families contemplate the transfer of their assets across generations, they find themselves caught in complex legal structures that unavoidably intertwine ownership and control. While these structures may help maximize and protect value, they also create “shared risks.” Recognizing and managing shared risks becomes critical to retaining, growing, and transferring wealth within families […]
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and healthcare advancements; and product changes are some of the things that impact how we continue to serve our clients. At Texas Financial Partners (TFP), one of the ways we keep ahead of the curve is […]
Casey Abbott, Celeste C. Moya, Brian Bonifant, Todd S. Healy, Jay F. Wheless, Ann Marie Liotta and Carolyn J. Smith. Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, Texas Financial Partners hosted another successful Consume and Converse event, inviting Ann Marie Liotta and Casey Abbot […]
Texas Financial Partners Director, Celeste C. Moya, and Texas attorney, Gilberto A. Siller, recently collaborated on a customizable presentation for foreign nationals on the impact of estate taxes on their U.S. assets and solutions to mitigate their tax exposure. Already, they have shared their insights with many foreign investors to help make them aware of […]
Meet our Principals
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Gary W. Stallard
Founder, Texas Financial Partners
Founder, Stallard Financial Strategies
"Client relationships come in all shapes and sizes. The most important element I bring to the table is objectivity. Objectivity means I will give sound advice and I’m not afraid to challenge assumptions or conclusions."
Gary W. Stallard
Founder, Texas Financial Partners
Founder, Stallard Financial Strategies
Meet our Directors
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