a charitable life Financial

Financial ServicesTexas, United States0-1 Employees

We are more than your average full service insurance and equities brokerage. We are a Charitable Life charity as well. The benefit of this formation is that we are able to donate a substantial percentage from insurance and equities sales to cover the operating expenses of the charity. This allows A Charitable Life to utilize 100% of donations strictly for their intended purpose, to BE THE GOOD! With our years of knowledge and business partnerships we have developed a highly educated team of financial planning experts which includes insurance agents, financial planners, and estate planning attorneys that work with a charitable life around the country to provide all levels of financial planning. Our experts educate the members of our partners in all levels financial planning from college funds to wills and trusts. Our experts are highly trained to first help members understand the benefits that they currently have. Second, provide the proper financial plan to help members meet their financial goals and lastly, provide the proper tools to ensure that if something unexpected were to happen their families would be taken care of to the fullest extent with our wills and trusts. We make sure our partners' members are prepared for every stage of their financial lives. The agents of a charitable life are recognized for their expertise in financial planning for all individuals including state employees, federal employees, and teachers. They always take a no pressure and educational approach to providing financial planning for our partners' members. Our agents take pride in their profession and are always ready to assist our partners with their community activities, as well.

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