Austin

(888) 340-2251

Dallas

(888) 836-7049

San Antonio

(210) 479-7005

Find a field rep ------------------------------------ Amarillo field reps     Brock, Martin Austin field reps     Andras, Gabriella     Atwood, Kirk     Chaney, Carol     Dial, Hagan J.     Eckols, Tom     Garrett, Vicky     Hogan, Jim     Holder, Jerry     McAuliffe, Brian     Watson, Kathryn     Whitlock, Bob Boerne field reps     Grier, Margaret     Sims, Janet     Sims, Jim Dallas field reps     Branch, Sally     Chappell, Lloyd     Chheda, Ashvin     Dial, Scott D.     Jones, Brian     Menendez, Lourdes     Menter, Robert     Michaels, Bob     Udeshi, Pankaj-Pete Edinburg field reps     Lee, Phil     Nuckols, David El Paso field reps     Veytia, Carlos Euless field reps     Shrimankar, Atul Mission field reps     Padilla, Keith Nacogdoches field reps     Butler, Kim San Antonio field reps     Braden, Bill     Commer, Jan     Hammock, Lyle     Holder, Larry     Johnson, David     Quintanilla, Jeannie     Sartin, Ben     Sonnenberg, David     Spruill, Deborah Tyler field reps     Cooper, Gary

The strength of Financial Process Group (FPG) is being able to simply and clearly develop a strategy to help you implement and manage a sound financial plan for the future.

Every client is unique and different—and each demands and deserves our sole attention to their specific needs and desires. So we listen. We ask lots of questions. We research and perform our own internal due diligence to insure that our recommendations work specifically for you. No one else.

We help create a customized plan for your future

We first review your financial situation, then ask the pertinent questions necessary to understand your unique goals. Based on your vision and assets, we work with you to develop a customized plan, which can include the products and services listed on this page.

Investments

Financial Process Group (FPG) is a dedicated advocate of the modern portfolio theory, based on William Sharpe’s and Henry Markowitz’s Nobel-winning research. The modern portfolio theory is an overall investment strategy that seeks to construct an optimal portfolio by considering the relationship between risk and return. This theory recommends that the risk of a particular stock should not be looked at on a standalone basis, but rather in relation to how that particular stock's price varies in relation to the variation in price of the market portfolio. The theory goes on to state that given an investor's preferred level of risk, a particular portfolio can be constructed that maximizes expected return for that level of risk.

Disability and Long Term Care – www.disabilityquotes.com

For most people, their income is their greatest asset. Disability Income Insurance protects this asset against loss due to sickness or injury. Similarly, Long Term Care Insurance protects against the erosion of assets when nursing home or home-care becomes necessary. This protection and these insurance products are fundamental to successful financial planning. Our Disability and Long Term Care Insurance products are well respected in the industry and our dedicated Product Specialists can provide all the assistance you need.

Life Insurance as an Asset Class

Learn more about how life insurance is a new approach to helping people protect and value their lives by clicking here.

Insurance

• * Life Insurance
• * Disability Income Insurance**
• * Long Term Care Insurance
• * Group Medical, Life, Disability, and Dental

Investments

• * Fee Based Investment Advise
• * Retirement Planning
• * College Planning
• * Variable Annuities
• * Variable Life Insurance
• * Estate Planning
• * Fee based Financial Planning/Consulting

Other Services

• * Pension Plan Design and Administration
• * 412(e)(3) formerly known as 412(i)
• * Estate Planning
• * Deferred Compensation and Key Man design
• * Buy-Sell Planning and Funding
• * Business Continuation Planning