What We Do

As a leading insurance broker in Texas, SRC Financial Consulting can support businesses and individuals to find the best health insurance and life insurance policies available on the market. We can also provide extensive advice and support with retirement planning.

Our team of financial experts at SRC can guide you through all your available options and find the ideal coverage at the best price for your unique requirements.


We understand the challenges of running a business and know that it is essential that you provide attractive employee benefits to motivate and retain valuable employees.

Group Health Insurance Policies:

Whether you have two employees or hundreds, we will work alongside you to find the most attractive and cost-effective options for your business. We work with the leading insurance companies in the United States (like Blue Cross Blue Shield, United Healthcare, Humana and Memorial Hermann) and can provide all coverage levels, including medical, dental, and vision.

Employer Retirement Solutions:

Offering a 401(k) retirement plan can help you attract and retain the best candidates, and there are numerous options available — from basic retirement plans to more complex ones. We can help simplify the entire process and find the best plan for your company


We understand how stressful and time-consuming it can be to search for insurance and retirement plans. You want to make sure that you and your family are covered should anything bad happen to you, and our team is on hand to provide you with practical advice and support so you can make informed decisions.

We work with the leading insurance companies and financial institutions so you can get the best value for money and extensive coverage that suits your budget and objectives.

Individual Health Insurance Policies:

Having access to the best medical care is essential for every family, but the cost can be very restrictive. That is why it’s important to have the best health insurance products. Our team can guide you through the available options, whether you need extensive medical coverage, or you’re looking for specific dental or vision insurance.

Life Insurance:

Ensuring that your family will be financially secure should anything happen to you is a major concern. Life insurance can be give you the peace of mind that your family will be taken care of no matter what. Our team can provide you with advice and information on available products so that you get the best possible coverage.

Retirement Planning:

Finding the right retirement plan can be very difficult and time-consuming. That’s why we offer practical advice and guidance for finding the best options for you. With our extensive knowledge and database of top-quality plans, we can mitigate the stress of the process, saving you time and money.

Contact us today for a free consultation.