Financial Needs Analysis

Why would I want a financial needs analysis?

Tired of living paycheck to paycheck? Shockingly nearly 74% of all employees are in that situation. A financial needs analysis may be the answer!  Everyone can benefit from knowing where they stand financially. Most people realize that they need coverages like life, disability or supplemental in addition to health insurance, just don’t know where to start or what they can afford.

We are here to help! Our focus is on people who want to make a plan for the future no matter where they are now and just don’t know how to start. Once you are armed with information, you can make educated decisions about coverages and financial plans for the future. Contact us.

Schedule a Free Consultation


(512) 827-8117


[email protected]


Austin, Texas

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Recent Posts

Preventive Care

Preventive Care

Tuesday Tip: make sure you know what your health care plan covers for preventive care BEFORE visiting the doctor’s office. This week, we will focus on how preventive care works with insurance. Let’s start with a client example. I've recently had a female client call...

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Husband and Wife

Husband and Wife

I've recently been dealing with a lot of cases regarding husband and wife groups. I know you're thinking, “How can I make a group with my spouse?”. Typically, with insurance, you can't. But, if you have an LLC, and both the husband and wife are on the LLC, and they...

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