Imagine you’re a Texas company looking to enhance your employee benefits package and attract top talent. However, you recognize that having a quality retirement plan is essential in today’s competitive job market. You want to ensure your employees have the opportunity to build a secure financial future.
That’s where SRC Financial Consulting comes in. Our specialized expertise in retirement planning allows us to assist Texas companies like yours in creating comprehensive retirement programs. We’ll work closely with you to design and implement a retirement plan tailored to your unique needs and budget.

Partner with SRC Financial Consulting

By partnering with SRC Financial Consulting, you can offer your employees the peace of mind they need when it comes to planning for retirement. Our team will guide you through the intricacies of retirement options such as 401(k)s. With our knowledge of industry trends and regulations, we’ll help you remain competitive and compliant.
Don’t let inadequate retirement options hinder your ability to attract and retain top talent. Contact SRC Financial Consulting today and let us assist you in providing your employees with a quality retirement plan that sets your company apart. Together, we can help build a secure financial future for your team.

Group Retirement Plans

At SRC Financial Consulting we assist our employers with putting together a customized 401k profit sharing plan that will be good for employer and employee on working towards their retirement goals. We work with many different carriers and TPA’s to make sure you have the plan that is right for you. This type of offering to your employee’s is another way to assist with recruitment and retention.

Employee retirement plans often factor heavily in whether strong candidates accept (or even consider) new positions. Having a group retirement plan such as a 401(k) is an attractive benefit and can help your employees plan for the future. At SRC, we can help you decide upon the retirement plan that works best for you employees. And for smaller businesses thinking about enrolling in 401(k) plans, there are tax credits available.

Retirement Plans

A retirement plan should contain more than one component, and there are fixed products that make sense to incorporate into the overall portfolio. We will review the types of products that best suit you and help you select the best option, given your financial objectives and timeframe.


Individual Retirement Plans

We also offer retirement plans for individuals. Most plans offer considerable tax benefits, as you will save pre-tax dollars, which will accumulate tax-free until you decide to withdraw your pot. The primary consideration in all cases should be which option will make your money work best for you.


Contact us today for a free consultation.

The SRC Difference

We understand that every company and individual has different needs and budgets, so we will work hard to find personalized solutions that meet your requirements.

When you choose to work with SRC Financial, you will always receive:

1. A personal account manager

2. Practical and accurate information on how to best utilize your life insurance plans

3. Outstanding customer service at every step of the process

If you would like more information on individual or group life insurance, contact our team today.