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?

More Calculators →

Newsletters

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

More Newsletters →