Why Choose Us
When choosing a financial planning agency, you want a company you can trust. As an independent financial planning agency, we have the ability to custom tailor a plan that fits your needs. We know everyone’s situation will be different, and our ability to work with over 30 insurance companies gives us the ability to make sure your individual needs are met.
Service Commitment
Customer service is of paramount importance to us. Our customers recommend us to their friends and family because we have your best interest in mind at all times. Our expertise is based on well-trained experienced staff that can tailor a comprehensive insurance program for your specific needs. You will have the added benefit of working with a professional who understand your needs.
Paul Todd Jr
Paul is an Independent Financial Advisor serving the greater Houston area. Paul founded the company in 2007 specializing in Life Insurance and Annuities. Paul has since grown the business to be a premier financial planning agency in the Greater Houston Area. Paul is also a Mortgage Loan Office (NMSL#: 2296061) and Notary Public.
Life, Health, Accident, Property and Casualty License from the Texas Department of Insurance
Bachelors Degree in computer information systems and business management from Stephen F. Austin State University
Kimberly Todd
Kimberly is an Independent Financial Advisor serving the greater Houston area. Kimberly and her husband Paul founded the company in 2007 specializing in Life Insurance and Annuities. Kimberly is also a former member of the United States Navy, a devoted wife, and the mother of three children.
Kimberly’s Education
Life & Health License from the Texas Department of Insurance
Masters Degree in Counseling from Prairie View A&M University
Bachelors Degree in Criminal Justice from Stephen F. Austin State University