Our Team, Your Legacy

Notification Services

Notification services comprise periodic policy reports and information typically originating from life insurance companies. The data may be clear but the implications usually are not, and we add the clarity you need to make informed decisions.

Paula Larson

Malinda Perryman


Proactive services sustain clarity—alerts from monitoring of your policies, insights on changes in the financial landscape, heads-up about future opportunities and obstacles.

Lisa Brown

Valli Sellers


Reactive services encompass changes, questions, and concerns you need resolved. You contact us. We respond ASAP. We are your advocates for communication with insurers or other resources that impact your plan.

Rebecca Bates

Suszanne Mutua

Deidra McAnally

Paula Call

Sarah Hessong


Consultation services start with annual analysis of your policies and your goals. When family or business change come up, we define your options, recommend modifications, and coordinate execution so planning goals will be achieved.

Concept and Content by Terry White, ideatransfertw@gmail.com | Images provided by Costa Christ Media LLC, costachrist.com | Website Design & Development by Champ Internet Solutions, champinternet.com

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI). Kestra IS and Kestra AS are not affiliated with Texas Financial Partners, NFPISI, or any other entity listed.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).