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

Feb
2019
AUTHOR: Carolyn J. Smith

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 […]

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 […]

Jan
2019

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 […]

May
2019

Dallas, Texas skyline after normal Trinity River flooding. Celeste, Director at Texas Financial Partners (TFP), and her family, recently relocated to Dallas from Austin. We believe that Celeste’s skills and expertise offer tremendous value to the Dallas market. She brings with her more than a decade of experience in life insurance and financial services, having […]

Meet our Principals

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Meet our Directors

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