PROSPERITY EDGE

About

Helping Texas business owners and families to protect their wealth, reduce taxes, and retire on their terms.
With many years of business banking experience, I know most business owners have a plan for growing the business but not for protecting it.

For over 15 years, I sat across the table from business owners as a banker at some of the largest banks in the United States: I reviewed their financials, watched them grow their businesses, and saw firsthand what most of them had in common - they had a revenue plan, but rarely had a plan for retirement, protection, or legacy.
Nobody was asking them the right questions. That's why I started Prosperity Edge.
Today, as a licensed life insurance professional in Texas, I partner with business owners and individuals to build financial strategies that do more than protect - they work. Strategies that can reduce your tax burden, build tax-advantaged retirement income, and ensure the business you've sacrificed for doesn't leave your family vulnerable if something happens to you.

We specialize in:

✅ Life insurance (term, whole life, and indexed universal life)
✅ Annuities for guaranteed retirement income
✅ Retirement planning strategies for business owners
✅ Tax-advantaged wealth building

Prosperity Edge is an independent agency powered by a Fintech company - a national platform with access to top-rated carriers.
If you've been too busy to think about retirement or protection - we are here to help. Our mission is financial education designed for the business owner who's built something worth protecting.

Let's build your prosperity. On your terms.