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, […]

Feb
2018

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 […]

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.

Mar
2018

Caption: Malinda Perryman and Jamie Langenbrunner Texas Financial Partners staff member Malinda Perryman is an avid hockey fan and a Dallas Stars season ticket holder since 1996. In September of last year, she signed up for a group meet and greet with her favorite player, Jamie Langenbrunner, a retired member of the Dallas Stars and […]

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Meet our Directors

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