Services

Your Future and Legacy

Texas Financial Partners understands the value of your future and legacy. Our commitment is to provide solutions to preserve family wealth and business success across generations.

Our Core Objectives

Texas Financial Partners was created via a merger of seasoned independent life insurance professionals, combining our knowledge and experience, resources and relationships, foresight and insight. Our core objectives are to help clients:

Gain clarity about their financial goals and desired legacy;

Deepen their understanding of their life insurance portfolio’s role, and thus, build confidence to make wise estate planning, business continuity, and philanthropic planning decisions; and

Work with their wider advisory team to create a coordinated, proactively reviewed and updated plan designed to produce results.

Our Solutions

Advanced Life Insurance Design

Texas Financial Partners has over 100 years of combined experience in serving ultra-affluent clients. We specialize in the design, implementation, and management of sophisticated solutions to minimize income and estate tax liabilities. Our team of professionals is involved with multiple producer groups with access to innovative solutions and products.

Life Insurance Portfolio Management

At Texas Financial Partners, we assist our clients and their advisors with the management, analysis, and servicing of large life insurance portfolios. The life insurance market is constantly changing; we, therefore, monitor active policies, and when necessary, provide new opportunities for our clients’ existing insurance. This helps clients take advantage of the opportunity and diversification that life insurance adds to their overall portfolio.

Wealth Transfer

The protection and transfer of wealth can be complex and requires careful planning. Our expertise and experience working with multigenerational families helps in transferring wealth to future generations; with tax efficient gifting programs, trusts, annuity arbitrage, charitable giving, and countless other unique strategies to meet planning goals, such as avoiding probate and reducing estate taxes.

Charitable Planning

Charitable Planning plays a fundamental role in the lives of high and ultra-high-net-worth families. It can provide a deep personal satisfaction and help unite families across generations. In addition to our extensive experience in philanthropy, we provide awareness to help clients and their advisors implement ways to have a greater impact and achieve personal giving goals.

Retirement Planning

Obtaining a secure and comfortable retirement can be a daunting task, but with a sound strategy, it can be well within reach. We are all living longer, therefore, planning for a longer retirement is necessary. Texas Financial Partners can provide options to help create a stronger financial future.

Foreign National Planning

As the global economy expands, so does the need for international financial planning. We provide tailored solutions for the enhancement, protection and planning of international wealth for individuals, families, charities, and businesses.

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