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Financial Advising

Business owners spend their lives dreaming, designing, funding, hiring, and implementing a successful business model. It is with that understanding in mind that we enter the picture to listen and help the owner(s) design a protection package that ensures the continuation of the business. The ownership could be a sole proprietor, partnership or corporation, we are connected to the resources.

Financial Advising

Investing

Too often people work all of their lives, support a family, accumulate assets for retirement and beyond, only to have all that they leave to others fought about in Probate Court – some times for years. In addition, various fees by a trustee or attorney chips away at the value of the estate. There is a better way. We will guide you through the process of protecting your assets from creditors and other claims.

 

Investing

Life Insurance

f you are like many full-time working adults, you have life insurance through your employer. The policy is owned and thus can be changed by your employer at will. Often the policy is limited by your annual salary or some multiple of your annual salary, which places a ceiling on the protection you are able to provide your family in case of your departure. We are able to help you choose a policy that you own that will directly address the need that you designate or the person that you want to receive the benefit. You may be like so many within our society who works less than full time or multiple jobs and are not eligible for benefits through your employers. We believe you deserve peace of mind as well. Your life is just as valuable as others.

Life Insurance

Independent For Life Financial Services In Houston TX

About Us

We are a full-service Financial Services company. If it transacts, we are the connection. We are HIPAA compliant, certified professionals with your interest(s) driving our decisions. Our team has more than 50 years of experience, and we are connected to many (over 100) of the highest financially rated carriers in the industry. Whether it is your personal plan, business coverage/continuation or your estate/legacy allocation, we will continually work to earn your business. How can we serve you today?

Satisfaction Guaranteed

Independent For Life Financial Services was created, and our licensed financial professionals are dedicated to providing superior service while addressing the needs of our clients. We are grateful that you have chosen to work with us. Therefore, when we present solutions to address the needs you may have, your interest will be the only consideration, and only the best solutions will be presented from our more than 100 partners.

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