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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.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Cash Flow Analysis

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

Home Affordability

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

IRA Eligibility

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

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