Will your family enjoy the life you want for them if they unexpected happens?
Attract and retain talent, protect your business and prepare for transitions.
Reap the rewards of your hard work with a satisfying career in helping others.
Personal Economics Group is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.
We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners.
As an agency with the companies of OneAmerica®, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
We keep you focused on where you want to go, guide you on how you can get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.
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Whatever your life stage or financial situation, you can prepare and protect yourself and your family financially. We offer resources that can give you the information and confidence necessary to create your strategy for building your financial future.
Are you still working? (Pre-Retiree)
Are you within 5 years of retirement? (Near-Retiree)
Are you already retired? (Retiree)
Are you a Business Owner?
Q: What is Financial Independence?
A: It’s when your money works really hard for you so you don’t have to work really hard for money!
What is the point of climbing a mountain? Do you have a plan to get back down safely?
You are almost at the top of the mountain! Do you know how to turn your assets into retirement income?
Do you have a strategy that combines financial vehicles to ensure that your income will last for your entire retirement?
How to help you get the most income from Social Security with our new tool.
We periodically hold events that inform and network our clients and communities. Join us for an upcoming session!
April 12th, 201912:00PM-1:00PM
12700 Park Central Drive
Dallas Texas 75251
April 30th, 201911:00AM-12:30PM
May 16th, 201911:30AM - 1:00PM