When it comes to your financial future, peace of mind doesn’t come from hoping, it comes from knowing.
At Brightside Financial, we believe that clarity is power. Whether you’re a small business owner juggling multiple policies or a busy parent trying to secure your family’s future, we’re here to help. Our goal, to help you understand how all your financial and insurance products work together, so you can move forward with confidence.
Why a Financial Checkup Matters
Life changes and so should your plan. Many people have pieces of a puzzle such as a life insurance policy, an old 401(k), a 529 plan, and maybe a CD at matured years ago. But if they aren’t working in harmony, you could be missing opportunities or have gaps that put you at financial risk.
At Brightside Financial, we offer a no-pressure, comprehensive review of your financial and insurance strategy. If you’re already on track, we’ll tell you, no strings attached. But if we spot areas where your plan is outdated, inefficient or exposed, we’ll give you an honest, actionable recommendation to help you get on track with your goals.
Meet Marcus and Jennifer, local business owners in Texas. Between running their business and raising their family, they had purchased several financial products over the years such as a life insurance policy from one advisor, a SEP IRA through their accountant, and a college fund set up at their bank years ago.
When they met with Brightside Financial, we performed a no-cost review and discovered that their life insurance policy was severely under-funded and would lapse, their college savings were in a low interest account which wasn’t keeping up with inflation, and their retirement savings was not taking advantage of available tax breaks.
We helped them to restructure their life insurance policy with a policy that included living benefits, rolled their college savings into a more growth-oriented strategy and shifted their SEP IRA into an account that better aligned with their risk tolerance and long-term goals.
Their feedback?
“For the first time, we feel like we are finally in control of our future. We didn’t even know what questions to ask and Brightside Financial helped us ask the right ones and make smart decisions. The peace of mind is priceless.”
What We’ll Look At:
When you meet with us, we’ll help you evaluate:
- Life insurance (including term, whole, and indexed universal life)
- Retirement accounts (401(k), IRA, Roth IRA, SEP, SIMPLE)
- Annuities and income planning strategies
- College savings plans (529, UTMA/UGMA)
- Business protection policies (key person, buy-sell agreements)
- Health and long-term care insurance
- Tax-advantaged options for wealth growth and preservation
Our goal is to give you a clear, easy-to-understand picture of how everything fits together—and if any part of your plan needs fine-tuning, we’ll show you how to make it stronger.
No Pressure. Just Truth.
At Brightside Financial, we don’t believe in scare tactics or sales pressure. If your current strategy is solid, we’ll say so. But if we see room for improvement, we’ll guide you toward better options with clarity and care.
Because true financial peace of mind starts with knowing.
Ready to See the Big Picture?
Let’s get started. We serve families and small business owners in Argyle, TX and beyond, providing personalized, trustworthy advice. Your journey to confidence begins with one simple step: a conversation. Click the link below to schedule your no cost consultation.
