Texas (TX)

Texas – Retirement Planning Education & Local Advisor Access

Helping Texans Secure a Stable Financial Future

At SafeMoney.com, we provide Texas residents with retirement education and access to independent, licensed financial professionals. Whether you’re in Houston, Dallas, Austin, or San Antonio, we help you explore long-term income planning strategies built around safety and simplicity.

Texas Retirement Support Includes

  • Educational tools focused on annuities, income, and asset protection
  • Financial insights tailored to Texas’s economic and tax environment
  • Local advisor connections with a client-first, educational approach

📥 Download our free Retirement Guides

or reach out to a Texas-based advisor listed below to request your personalized financial planning materials.

Name Department Position SMC Phone Suburb State
Alyssa Macaluso, ChFC®- Macs Benefits Insurance Agency Alyssa Macaluso, ChFC®- Macs Benefits Insurance Agency Macs Benefits Insurance Agency President Safe Money Certified 281-203-0054 Houston TX
Bill Biggs, CFP®, CLU® – Affiliated Advisors Bill Biggs, CFP®, CLU® – Affiliated Advisors Affiliated Advisors Owner Safe Money Certified 940-566-1313 Denton TX
Bryan Thompson Bryan Thompson Thompson Insurance Owner 469-964-5528 Coppell TX
Charlie Freeman Charlie Freeman Charlie Freeman Group LLC CEO 214-632-5275 Garland TX
David Kilcrease David Kilcrease Elite Retirement, Inc. CEO 678-665-3967 Little Elm TX
Elliott Peart Elliott Peart Steed Financial Group CEO Safe Money Certified 512-766-2599 Austin TX
Gary Alden RICP,CF2 Gary Alden RICP,CF2 Kingwood Investment Group 281-359-7900 Kingwood TX
Ivan Green Ivan Green Green Financial Solutions, LLC President Safe Money Certified 281-822-2323 Humble TX
James H. Pool James H. Pool Pool Financial Resources President / Owner Safe Money Certified 214-695-6521 Frisco TX
Jennifer B. Barthol, CEP Jennifer B. Barthol, CEP Estate, Retirement and Financial Planning Educators, LLC Founder/President - Certified Estate Planner Safe Money Certified 832-444-6160 Sugar Land TX
Jeremy Sparks CFF® Jeremy Sparks CFF® Sparks Strategic Wealth Founder / CEO Safe Money Certified 512-766-5450 Round Rock TX
Jon Bellman Jon Bellman Bellman Financial Services President Safe Money Certified 972-843-2169 Nevada TX
Randy Rector Randy Rector Rector Financial Group President 409-893-4198 Lumberton TX
Ray Chatman Ray Chatman Chatman Insurance Annuities Safe Money Certified 214-225-7258 Dallas TX

Proud Member