We are Advocates
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 company is structured to enable us to serve our clients for generations to come.
Client relationships are our greatest source of pride, and our ability to serve is significantly enhanced by the depth of our involvement in the industry. Our principals are not simply life insurance portfolio managers, they are leaders in the industry dedicated to shaping its future.
TFP was founded by a group of independent advisors with a common interest—to help clients preserve family wealth and business success by offering life insurance as a planning tool, guided by deep expertise.
Our clients’ best interests are our top priority, and our independence to work with numerous life insurance companies allows us to approach life insurance from a product-neutral, client-first perspective. There are suitability and performance factors to life insurance product selection that far exceed price in importance to overall value, and familiarity with all life insurance options is essential.
Our strong relationships with insurance carriers is driven by putting the clients’ needs first. Through our excellent performance and expertise, we have earned dedicated resources, favorable underwriting, and input into product development, negotiated from the clients’ side of the table.
Within the greater life insurance community, our commitment, participation, and leadership with the Association for Advanced Life Underwriting (AALU) has achieved significant protections for policyholders against recurring government challenges to the legislative and regulatory treatment of life insurance used for wealth transfer and business longevity. Through AALU, we engage with members of Congress and the Executive Branch, as well as highly placed bureaucrats and lobbyists, on behalf of our clients and our industry.
At TFP, we are constantly evolving to serve our clients better as economic, financial, and tax environments change over time. Our clients’ desire to transfer assets across generations efficiently will never change, but the most beneficial way to accomplish that goal will. Wealth transfer and business continuation remain focal, but to them we’ve added new uses of life insurance in philanthropic planning and a broadening international clientele. We are always looking for innovative ways to maximize our clients’ legacies.
Our years of industry leadership have earned us countless peers and long-time friends. Our clients benefit from our collective brain trust. Many times each year, we join forces to exchange knowledge and experience, meeting in private study groups, producer group conferences, and national associations like the Forum 400. We also stretch our research with accountants, attorneys, bankers, and trust officers by participating in groups like estate planning councils, the Society for Financial Service Providers, and Advisors in Philanthropy.
We are Founders
Texas Financial Partners announced our merger early in 2016 as one of the first and only life insurance advisory firms established to protect ongoing services for clients across generations. High-net-worth families and the businesses they own engage us in a complex and challenging multigenerational planning process.
Our goal is to provide clarity, confidence, and coordination for their family harmony and financial security. However, their appreciation for the ongoing monitoring and modification of plan performance naturally raises a question—how long can they depend on our oversight? It is not just a fair question, it can become the most important question. By merging our multigenerational firms, we have converted that question into a mission dedicated to protecting client continuity and providing quality service for generations.
PartnersFinancial was founded in 1987 by farsighted life insurance advisors, including two principals of Texas Financial Partners. Dedicated first to the highest client relationship standards and premiere client service, PartnersFinancial members created a new model of objectivity, collaboration, and leverage with life insurance institutions on behalf of our high-net-worth clients.
National Financial Partners (NFP)
In 1998, National Financial Partners leveraged the success of PartnersFinancial to establish the first NYSE public company in the life insurance distribution space. Again, TFP principals played an integral role in the inception, formation, and initial public offering. Since then, NFP has expanded to a major international financial institution with reach into the entire spectrum of financial services.
Texas Financial Partners is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.
Some of our Partner Carriers
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