Insights

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
2018

The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in Bryn Mawr, PA, as a graduate-level program. Founded in 1927, The American College is the nation’s leading educator of professionals in the insurance and financial services industry. The required course of study includes charitable tax strategies, tools and techniques, charitable […]

Dec
2017
AUTHOR: Todd S. Healy

Texas Financial Partners Principal Todd Healy has been an avid reader for decades. In addition to his personal literature journey, he has benefited from many years of membership in a book club with fellow industry advisors and literature aficionados.

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