SHB Family and Life Planning

10/20/2023

Can’t wait to work with you Hailey Tilley!!

We would like to congratulate Hailey Tilley on becoming a Consultant with our company! Hailey will be servicing businesses and families in North Texas and Oklahoma!

10/20/2023

Welcome to the team Andrea!!

We would like to congratulate Andrea Davis on becoming a Consultant with our company! Andrea will be assisting businesses and families in the West Texas area!

08/04/2023

How do your finances make you feel?

I’m sure at different stages in life we have felt all four of these before. The American Psychological Association conducted a survey where 77% of Americans reported feeling considerable anxiety and stress when it comes to finances.

The best way to combat stress and anxiety when it comes to finances is to have a solid game plan. Maybe you feel confident and excited about your finances- or maybe you feel anxious and afraid. Let’s get together and make sure you are on the right track!

08/03/2023

Insurance. Retirement. Investments. There is so much that goes in to all of it!! What questions do you have?

08/02/2023

We are a small business that likes to support small businesses! Give your favorites a shout out in the comments!

08/01/2023

GUESS WHAT TIME IT IS!!🏈🏈🏈

We are big Tolar Rattler supporters and you should be too! Come on out and meet the newest Rattlers on Saturday.

All Rattler football games can be watched on Facebook at The Sports Scene w/ The Wood Brothers. You may even catch our commercial during their broadcast!💜

07/31/2023

Wanting to schedule a meeting, but worried about price? All of our consultations are FREE. If you are a business, family, or individual and want us to look over your current policies or find new solutions for you that fit within your budget, we are here to help!

07/27/2023

Calling all small businesses 🗣️
Last week we were able to reduce a company’s existing health insurance by 50%, and allocate the remainder into group life AND 401(k) planning, to keep from compromising their tax deductions, and provide extensive benefits to the hard working talented people that make it go round.
Maybe your overhead expenses keep you from being able to provide any benefits to your employees, they’ll stay loyal as long as they can… but statistically 80% of employees would much rather take a 30% paycut if they were provided with benefits that promote their health, future, and their family in case something happened to them. We can help with all P&C and find solutions where everyone wins!
Contact us today to learn more!