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Petra Benefits Financial Services, LPis anindependent financial servicesfirm located in Tomball, Texas. We have been serving the greater Houston area for over 15 years,seeking to bring you theknowledge, friendly service, and attentivenessyou have beenlooking for.
At Petra Benefits, we understand thatplanning for your goalsis imperative when it comes to yourfinancial matters.We believein order to achieve any financial goal, the best plan should incorporate an offense, defense, and special teams strategy. Consider us your personal "Financial Coach". Through Royal Alliance Associates, we will customize a financial plan that will address your specific concerns, goals, and dreams. Our financial "team" approach will provide you with a comprehensive plan, specifically designed so you canreach your personal objectives.
Petra Benefits specializes in financialservices for individuals and small businesses. As an independentfirm we have chosen to utilize the services ofcompetitively rated companies and investment managers. Our independence gives us the ability to pick the best alternatives available, enabling us to provide the best financial solution to meet your needs. Whether it be anindividual retirement plan or the most competitive employee benefits package available,let Petra Benefits help you build your financial house to withstand the storms of our time.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
How much life insurance would you need to produce a sufficient income stream for your family?
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Stocking Up on Cash: Scared or Prepared?
Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.
Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.
Help Your Family Help You
Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.
An Extra Layer of Protection
Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.
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Securities services offered in Texas,Oklahoma and Washington
Maxwell Locke & Ritter is based in Austin, Texas, and has decades of experience providing CPA-related financial services to businesses, organizations, and high net worth individuals.