About Us

SRC Financial Consulting is your one-stop-shop for health insurance, life insurance, and retirement planning in Texas.

Our team of experts brings together years of experience and financial knowledge that enables us to guide you through the entire financial planning process. We reduce your stress and give you a plan to reach your best financial outcomes.

Here at SRC Financial, we believe in building long-lasting relationships with our clients and will always strive to provide you with the best advice and options to support your business or personal requirements.


    We understand the challenges of running a business and providing attractive employee benefits. Our team has a wealth of knowledge working with businesses large and small, so we can guide you through your available insurance and retirement options. Together, we can develop a cost-effective company benefits package that helps you recruit and retain top talent.


    Whether you’re looking for health insurance for you and your family, need help with retirement planning, or want to ensure that your family will be financially secure should anything happen to you, our team can support you in making informed decisions and choosing the policies that best meet your requirements.

    We understand how stressful and time-consuming this process can be — and that it’s essential to choose the best policy to support you and your family, both today and in the future.

    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.