Welcome to Provision Managers Financial!

We are an independent wealth and income planning firm serving

Dallas / Ft. Worth and surrounding areas.

Our purpose is to show you:


  • Why planning NOW for income in retirement is critical
  • How to have certainty in an uncertain market
  • How to lock in your life savings today
  • How to only participate in market gains and never the loss
  • How to have an income you cannot outlive


According to a study done by ABC news, the number of Americans age 65 or older increased tenfold in the last century.  The reality today is that we are living longer thanks in part to advances in medical technology.  Because of that fact, you will more than likely live longer than your parents.  That means that your money will need to last much longer.  Our goal is to make sure your money lasts as long as you, and is maximized to its greatest potential through targeted planning.

What Makes Us Different

At Provision Managers Financial, we are an independent firm.  By independent, we mean that we are not a proprietary operation.  This means that we can offer a much wider variety of solutions to fit your needs, unlike planners that are bound to selling you only what they carry in their proprietary portfilio.  Our approach is targeted, strategic, and focused on your individual needs which allows us to help you plan for future growth followed by income.  Our solutions are safe strategies allowing you to keep what you make every year.  We offer solutions that allow you to participate in the upside of the market, lock that in, and continue to build on your gains without the worry of losing any of your principal.  

One of the main reasons we save our hard earned money is so that it can provide income later in life.  Unfortunately, when income is needed, most people will draw it from an account that is exposed to risk, fees, and commissions.  This could diminish the account resulting in possible lifestyle changes.  We want to prevent you from having to change your lifestyle in retirement.  Let us show you how to have a worry free retirement with an income stream that you cannot outlive.  That's peace of mind!

"Be diligent to know the state of your flocks, and attend to your herds." 

Proverbs 27:23

For General Inquiries:

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Keep It Simple

Life is full of surprises. We try to be prepared for them. Rely on our experience to provide you with sound financial advice that won't leave you scratching your head wondering which direction to go. We'll explain your options in uncomplicated terms.

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