Our Services

We help take care of business and YOU

Financial stability equals peace of mind, especially if you are looking after not only yourself but your family as well. This is exactly why Financial Wellness Solutions Group (FWS Group) has been on a mission to educate as many people as possible when it comes to investment and insurance products.

We have been doing business in Texas since 1996 so we have unmatched experience helping people understand the benefits of investment and insurance solutions. As insurance brokers for multiple national companies, we have access to a wealth of carriers and products—the more products there are to choose from, the easier it will be to find the solution that meets your needs for financial security.

We specialize in helping our customers reach their financial goals, their bucket list, and their retirement plans. Don’t worry… Our expert brokers will guide you from getting a quote to signing your policy. So if you’re looking for personalized and expert guidance to insurance plans, professional help in achieving investment goals, and a trusted name to help you get the necessary financial stability for a peaceful future, call us today and let’s start discussing your needs.

Financial Solutions

Whether you live a certain lifestyle or simply enjoy time with family, are you financially on track for retirement? FWS Group can easily guide you through overwhelming information and explore future options to help replace a paycheck.

• Tax-free retirement
• Living benefits
• Annuities
• IRA, 401k, 403b

Temporary or Lifelong Protection

Sometimes no matter how safe we feel, things happen. Insurance can be the foundation of financial security and we can customize policies to fit your budget and lifestyle for you and your family’s peace of mind.

• Life and health
• College planning
• Funeral pre-planning
• Medicare
• Short- and Long-term disability
• Auto and homeowner

Business Owners

You work hard for your business so is your equipment or investment insured? If you’re not sure what type of coverage is right for your business, FWS Group can help determine what you might need.

• Property damage
• General liability
• Business motor vehicles
• Employee health benefits
• Workers compensation

High-Risk Professions

Certain professions come with a much higher injury or accident rate than just sitting at a desk or office. If your line of work is in any of these categories, we can help provide peace of mind and protection for your family.

• Operating engineers and construction workers
• Transportation drivers
• Athletes, coaches, umpires
• Pilots and flight engineers

Credit Repair

In our economy, a credit worthy consumer is rewarded with the best financing rates, insurance rates, employment, renting opportunities, etc. Each situation is unique and requires a custom plan of action to restore credit and we can help.

• Trustworthy service
• Goal consultation
• How-to credit improvement
• Written disputes

Specialized Services

Our FWS Group Advantage consists of aligning professions and forming alliances with CPAs and attorneys to create powerful planning teams, and offer specialized services like estate planning. So why partner with us?

• Client relationship-oriented firm
• Consultative approach to clients
• Integrated insurance/financial solutions
• Effective solutions to maximize client needs

Expert help is ready to answers your questions.

Contact us for immediate assistance

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