Insurance Planning

Licensed Insurance Counselor

Many types of insurance such as life and property insurances are now available to consumers without any commission. These are purchased directly from insurance companies. We help clients evaluate their insurance needs, understand the types and costs of appropriate insurance, and shop for the best policies. We charge an hourly rate for this consultation. Jordan Gary has an Insurance Counselor License in Texas which allows him to provide this service of insurance advice. There are less than 100 people lisensed in Texas to give fee based insurance advice.

At times we recommend commission products to clients such as annuities, life insurance, or commission mutual fund products such as 457 education accounts. If you wish to implement our advice by purchasing securities or insurance products directly, you are free to select any broker you wish. However, if you wish for us to implement the advice, we will recommend the services of Jordan Gary and Associates. Jordan Gary is affiliated with Jordan Gary and Associates and is a registered representative of Butler Freeman Tally Financial Group, LLC, a broker dealer., member NASD. He will earn normal sales commissions for transactions such as insurance or annuities or mutual funds accounts set up for commission instead of asset based fees.