SRC Financial Consulting

SRC Financial Consulting Finding Financial Solutions,
Creative Benefit Solutions and Insurance Education

I am a dedicated expert in navigating and negotiating the complex realm of health insurance for individuals and business owners. I ascertain which insurance products are suitable for protecting my clients' financial security and provide peace of mind in retirement planning and life insurance.

05/20/2026

I used to think benefits were about being generous. Now I know they're about protecting your business.

Here's the truth most Houston small business owners don't see coming…

-One sick employee with no coverage.
-One key player leaving for a job with better benefits.
-One workplace injury without proper protection.

Any one of these can quietly cost you more than 10 years of premiums combined.

Benefits aren't a "nice to have."
They're the safety net standing between your business and the scenarios you don't want to imagine.

If you've been putting this off — don't wait until you wish you hadn't.

DM me 'PROTECT' and let's talk about what your business actually needs.

05/18/2026

Your employees aren't telling you they're looking.

But they are.

The #1 reason good employees leave Houston small businesses isn't pay.

It's feeling undervalued.

Benefits aren't just insurance. They're the message you send to your team every single day:
"I see you. I value you. I'm investing in your future."

DM 'AUDIT' and let's see what message you're sending right now.

They assumed it would be too expensive or complicated.After reviewing their options together, we found a solution that w...
05/13/2026

They assumed it would be too expensive or complicated.

After reviewing their options together, we found a solution that worked for both their business and their team.

Moments like that are why I love what I do.

Benefits aren’t just policies, they make a real impact on people’s lives.

If you’ve been thinking about offering benefits but don’t know where to start, let’s talk.



If any of these sound familiar, you're not alone — I hear them every week from Houston business owners.The good news? On...
05/11/2026

If any of these sound familiar, you're not alone — I hear them every week from Houston business owners.

The good news? Once you know what's actually true, building a benefits plan that works for YOUR team size becomes way simpler.

DM me 'TRUTH' if you want to chat about where to start.

Think you need a huge team to offer employee benefits? Think again. 🙅‍♂️🙅‍♀️At 𝘚𝘙𝘊 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘊𝘰𝘯𝘴𝘶𝘭𝘵𝘪𝘯𝘨, we specialize i...
05/05/2026

Think you need a huge team to offer employee benefits? Think again. 🙅‍♂️🙅‍♀️

At 𝘚𝘙𝘊 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘊𝘰𝘯𝘴𝘶𝘭𝘵𝘪𝘯𝘨, we specialize in helping 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 take care of their employees—starting with as few as 𝟮 𝘁𝗲𝗮𝗺 𝗺𝗲𝗺𝗯𝗲𝗿𝘀. From health, dental, and vision to GAP coverage and disability insurance, we’ll help you build a benefits package that fits your business and shows your team they matter. 💼🦷👁️

📲 Ready to offer big-time benefits without a big headcount? Send us a message to get started!...

Your employees work hard to grow your business—now it’s time to show them they matter.Whether you have 𝟮 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝗼𝗿 𝟱𝟬...
05/05/2026

Your employees work hard to grow your business—now it’s time to show them they matter.

Whether you have 𝟮 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝗼𝗿 𝟱𝟬, we can help you design a benefits package that supports your team and strengthens your business. Affordable, customizable, and created with your goals in mind.

📩 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝘆𝗼𝘂𝗿 𝗼𝗽𝘁𝗶𝗼𝗻𝘀? 𝘚𝘦𝘯𝘥 𝘶𝘴 𝘢 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘵𝘰𝘥𝘢𝘺 𝘢𝘯𝘥 𝘭𝘦𝘵’𝘴 𝘨𝘦𝘵 𝘺𝘰𝘶 𝘢 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥 𝘲𝘶𝘰𝘵𝘦 𝘴𝘵𝘢𝘳𝘵𝘦𝘥....

SRC Financial Consulting is now licensed to serve businesses in 𝗬𝗢𝗨𝗥 state! We’re excited to help you streamline and ele...
05/05/2026

SRC Financial Consulting is now licensed to serve businesses in 𝗬𝗢𝗨𝗥 state!

We’re excited to help you streamline and elevate your employee benefits package. From health insurance options to retirement plans and GAP coverage, our goal is to provide you with hassle-free, tailored solutions that keep your team secure and your business thriving.

With SRC on your side, you can focus on growing your business while we handle the details of your benefits package.

💼 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘁𝗮𝗸𝗲 𝘆𝗼𝘂𝗿 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗹𝗲𝘃𝗲𝗹? 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗰𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗦𝗥𝗖 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆!.....

04/24/2026

For me, it’s always been about helping people.

Business owners already have so much on their plate, and decisions around benefits can feel overwhelming.

Being able to guide that process and bring clarity is something I take seriously.

It’s more than a service, it’s a partnership.

If you’re looking for someone to guide you through your options, I’m here.
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Houston, TX
77008

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 2pm

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