Empowering Your Financial Future, One Relationship at a Time.
At Texas Financial Partners, our story begins with a shared vision of providing exceptional financial guidance and unparalleled service to our clients. Our team of experienced professionals has come together to form a unique partnership that prioritizes continuity, trust, and expertise. We understand that every individual and business has distinct financial goals and challenges, and we are dedicated to tailoring our services to meet their unique needs.
Our History
Our journey began in 1987 when an elite group of far-sighted life insurance advisors, including our principals Todd Healy and W. P. Richardson, founded PartnersFinancial. The goal was to unite a national client-focused community of select, independent life insurance members dedicated to exceptionally high client relationship standards and premier client service. This vision paved the way for our client continuity merger, where five independent life insurance firms came together to ensure reliable continuity of service across generations.
Our Services
At Texas Financial Partners, we offer a comprehensive range of services designed to address the complex financial needs of our clients. Our team of experts specializes in advanced life insurance design, wealth transfer, retirement planning, life insurance portfolio management, charitable planning, and foreign national planning. We take a holistic approach to financial planning, considering every aspect of our clients' financial landscape to develop tailored solutions that meet their unique goals and objectives.
Our Team
Our team of principals, directors, and advisors is comprised of experienced professionals who share a passion for delivering exceptional client service. With a deep understanding of the financial industry and extensive expertise in life insurance and financial planning, we are committed to building lasting relationships with our clients. Our team is dedicated to staying at the forefront of industry trends and advancements, ensuring that our clients receive the most innovative and effective financial solutions.
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