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ERG FINANCIAL logo

ERG Financial​

Austin Office - 9821 N Lake Creek Pkwy, Suite 4153 Austin, TX 78717

Dallas Office - 446 Houston St. Coppell, TX 75019

Phone:

Austin Office- 972-489-6792

Dallas Office - (972)338-9655

E-mail:

Keep Together What You Put Together

We specialize in business and personal financial strategies to help meet the needs of Texas business owners and their employees.  Our personal and business financial strategies emphasize:

  • Business and Estate Planning
  • Employee Benefits and Retirement Planning
  • Executive Compensation Planning
  • Investment Products and Tax Planning
  • Risk Management

What distinguishes Employers' Resource Group is our constant search for quality in service, our network of experts in the key areas that affect business owners, and the depth of experience of our professional associates and staff.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck