Looking for an Insurance Advisor in Austin TX?
Helping Austin-area clients avoid unnecessary taxes and interest, self-financing strategies. I am educating my clients on how to use the proven strategies advocated by Pamela Yellen, bestselling author of Bank on Yourself.
I am also one of only 200 authorized Bank on Yourself advisors in the United States, and have sponsored numerous educational workshops across the country.
In addition to the rigorous training required to be designated "Authorized Bank on Yourself Advisor" I am also a Registered Financial Consultant® and a Certified Senior Advisor®, and a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association.
Teresa “walks her talk” by practicing the life –changing Bank on Yourself method with her own financial resources. She and her husband are the proud owner of seven Bank on Yourself policies, which she uses to maximize her cash flow and create freedom and peace of mind to enjoy life now, while ALSO saving for a secure retirement.
Preferred method of contact
Business Phone, Mobile Phone, Other Phone, Personal Email
Trade/Business Associations:
National Association of Insurance and Financial Advisors
Financial Planning Association.
