Building and Protecting your Wealth
Expert retirement planning for peace of mind, asset preservation and safety.
ers.today
Building and Protecting your Wealth
Expert retirement planning for peace of mind, asset preservation and safety.
ers.today
Expert retirement planning for peace of mind, asset preservation and safety.
ers.today
Expert retirement planning for peace of mind, asset preservation and safety.
ers.today
Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financial stability.
But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation. With ERS we can help you plan a financial future that will make you and your family excited about your upcoming years.
" Live your life so that whenever you lose you are ahead." - Will Rogers
Financial Strategist / Field Operations Management
Advisor to Business Development Branches in multiple US states
National Field Advisory Management
Corporate Executive Strategies and Estate Planning
Business Continuation (buy-sell, executive bonus, golden parachute strategies, etc.)
Business Acquisition Broker
Commercial Lending Strategist
Insurance Agency Owner and Real Estate Broker
Former NASD Licensed Investment Advisor Representative (IAR)
Former Texas Mortgage Broker and NASD Registered Representative
Saint Edwards University Bachelor's degree 1993
Harvard University Certification; Leadership 2003
University of Texas Graduate degree 2011
At ERS, our mission is to empower families and businesses with tax-free retirement and estate planning benefits. We focus on equity preservation, protection you do not have to die to use, while ensuring your assets remain safe from market losses.
Our executive team meetings focus on business continuity, buy-sell agreement and corporate keyman programs. Experienced agents are dedicated to providing personalized service and finding the best corporate insurance solutions for our business clients.
Our team of experienced agents is dedicated to providing personalized service and finding the best insurance solutions for our clients. We have specialists in every area of insurance, from estate planning to final expense life insurance.
At ERS, we believe that honesty, integrity, and transparency are essential in everything we do. We strive to build long-lasting relationships with our clients based on trust and mutual respect.
Have peace of mind with ERS that offers lifetime income with asset preservation.
ERS provides financial security in case of an unexpected event. Protecting your loved ones with a policy they can use during their lifetime.
At ERS we help protect your business from market risk, liabilities and sudden losses.
ERS offers a tax-free retirement benefit along with adequate family protection you do not have to die to use. Stay healthy and protected with worry-free living benefits.
Affordable protection primarily recommended for young families and short-term business coverage all with life benefits you do not have to die to use.
Coverage usually recommended for burial, cremation and final expenses. Don't leave your loved ones with your debt...
A FNA is to a retirement planner what gathering medical information is to a doctor.
The FNA provides the required information to make a personal financial diagnosis and recommendations.
Fill out the form with any questions you have about finding the coverage that's right for you!
Open today | 09:00 am – 05:00 pm |
Strategically building a national retirement planning organization specializing in equity preservation and protection, providing tax free retirement solutions with living benefits protection that assures asset safety, security and business continuity that provide a sense of peace for families and businesses while addressing
At ERS Equity Retirement Solutions, we believe in integrity, honesty, and transparency. We always put our clients' needs first and strive to build long-term relationships based on trust and mutual respect.
We work with some of the top insurance carriers in the industry, including AIG, American National Life, F&G, and National Life. This allows us to offer a wide range of products and ensure that our clients receive the best coverage at the best price.
My first $100,000 earned in less than twelve months and annual partnership vacation trip...
My history extends over 35 years. Since my Merrill Lynch tenure 1989, I have been providing exceptional financial services to our clients. ERS Equity Retirement Solutions started as a small family-owned agency in 2012 and have since grown to become one of the most respected insurance agencies in the industry.
ERS was founded in 1995 with the goal of providing a dependable reliable agency building structure making a direct contribution to industry agent growth. Over the years, we have expanded our offerings and grown our team to better serve our clients.
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