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Austin Office - 9821 N Lake Creek Pkwy, Suite 4153 Austin, TX 78717 Dallas Office - 446 Houston St. Coppell, TX 75019

Phone:

Austin Office- 972-489-6792 Dallas Office - (972)338-9655

E-mail:

Keep Together What You Put Together

We specialize in business and personal financial strategies to help meet the needs of Texas business owners and their employees.  Our personal and business financial strategies emphasize:

  • Business and Estate Planning
  • Employee Benefits and Retirement Planning
  • Executive Compensation Planning
  • Investment Products and Tax Planning
  • Risk Management

What distinguishes Employers' Resource Group is our constant search for quality in service, our network of experts in the key areas that affect business owners, and the depth of experience of our professional associates and staff.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains importance of rare-earth minerals and their role in technology and security.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future value of your current savings.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck