We Always Put Your Interest First!!!
We at Financial Solutions-Texas are a team of experienced insurance and financial professionals.
We specialize in forging innovative strategies which utilize the most comprehensive financial planning processes, products, solutions, and the most sought-after professionals in the business. With decades of experience, we have been successful in building legacies that span generations of high-net-worth clients, not only in the great state of Texas, but throughout the nation.
We take pride in providing service and solutions, going above and beyond with each client. We educate where desired, consult where required, and hand hold when necessary. For us, business is personal, and we treat our clients as extended family. By thoroughly understanding our clients’ objectives, we can craft solutions that provide assurance and Peace of Mind.
Our mission is to build lasting client relationships based on a level of trust earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations.
We help our clients safely build wealth, creating a retirement that will last their lifetime and leave a legacy for their heirs.
Joel heads the team with over three decades of experience in Wealth Generation and Preservation, specializing in sectors such as, Oil and Gas, Agriculture, and Real Estate Development. With an extensive knowledge of Tax code, Insurance Vehicles, Legacy Business Structuring, and a team of the most sought after professionals in the nation; he is able to craft the most powerful and effective solutions for any situation, while providing education and insight needed for you to make the best choices possible.
He has been referred to as the ‘Merlin of Money’ because of the magic that he is able to create for his clients,
Under Joel’s direction, you have access to a team of the best Tax, Estate Planning, Accounting, and Insurance Professionals that implement and manage every aspect of your financial plan.
Jim comes to the Financial Solutions Texas leadership team with an MBA, and over 35 years of serving in the financial arena. Jim has worked in the private, commercial, and even educational sectors as a University Professor of Financial Planning. Jim has mastered not only the ability to design and implement powerful creative solutions to help clients build and protect their wealth; but as a natural mentor and teacher, he is able to break down the most complex strategies into easy-to-understand action steps.
His mission and life’s work has been to empower students and clients with the knowledge and tools to enable them to make effective decisions and build generational wealth. As an avid student and researcher, Jim is able to utilize the most current, and little-known techniques, to create powerful solutions and options for his clients.
As any good mentor does, Jim takes you by the hand and makes sure that you are not only completely structured and protected, but that you understand how and why.
Vice President of Marketing
David’s career over the last 40 years has been helping people with their personal and business goals to reach their optimum success. Developing short- and long-term goals to ensure that our education process gives them a clear and concise strategy for them to succeed.
After 35 years as a manufacturer’s representative working with people from all walks of life has given him the insight and ability to listen and understand his client’s needs. Changing his career in his middle 50’s was a monumental step. After careful thought and being a child who was responsible for his Mom and her long term care needs, this path he chose was to help families make a clear path and a plan to ensure that if a long term care situation should arise the money that they worked for all their lives was not a monetary destructive force that personally touched him and his family.
In closing we offer solutions with no excuses.
After cutting his teeth in corporate America, Raj became a very successful entrepreneur, building several businesses for over 25 years.
For the past 5 years, he has enjoyed sharing his experience and expertise, as a financial advisor, working with like-minded individuals and business owners, seeking optimal financial solutions from a seasoned professional who they can trust!
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