Your Local Financial Advisor with the Heart of a Teacher

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Address:

14015 Park Drive, Suite 107
Tomball, TX 77377

Phone:

281-357-8788

Fax/Other:

281-357-8744

Small Business Owners

Small Business Owners have some unique needs when it comes to overall financial planning.  At Petra Benefits we bring a coordinated approach to address your special needs.  We work to take advantage of all opportunities available to you.  Whether it be safe harbor plans, 401(k) plans, deferred compensation funding, executing bonus plans, funding for buy/sell agreements, or Key person insurance, we aim to structure the most effective strategy for you and your employees.  We go the extra mile in structuring estate and retirement planning for business owners.  Let us take care of these areas so that you can focus on your business.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck