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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.

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Covers benefits of personal umbrella insurance for large liability claims.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to estimate how much income and savings you may need in retirement.

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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