Petra Benefits Financial Services, LP

Building Upon A Firm Foundation

Petra Benefits Financial Services, LP is an independent financial services firm located in Tomball, Texas.  We have been serving the greater Houston area for over 15 years, seeking to bring you the knowledge, friendly service, and attentiveness you have been looking for.

At Petra Benefits, we understand that planning for your goals is imperative when it comes to your financial matters. We believe in 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 can reach your personal objectives.

Petra Benefits specializes in financial services for individuals and small businesses.  As an independent firm we have chosen to utilize the services of competitively 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 an individual 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.
 

               
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

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