Houston Office

5629 Cypress Creek Parkway

Suite 200
Houston, TX 77069

About Us

OUR MISSION AND VISION

For over 25 years Educators Financial Group has helped thousands of retirees build a sound financial foundation and protect their retirement savings. Our team can assist you with a personalized plan, tools and support to navigate your individual retirement roadmap. With strategies in place to protect, preserve and grow your money, planning for future income will be enhanced. We have the tools to evaluate underperforming assets and solutions to improve your situation, including reducing and/or eliminating fees. Watching your money grow while maintaining safety of principal can really add peace of mind to your overall plan.

PROTECTION OF YOUR PRINCIPAL

Safety First is the primary goal at Educators Financial Group. Since we are an independent agency, our clients have the advantages of the latest account evaluation tools, best solutions for growth with safety and income planning. Safety First gives you the absolute freedom to protect your retirement savings.

KEEPING IT SIMPLE

At Educators Financial Group our team will keep it simple and easy to understand. Financial decisions can be complicated, so our aim is to create a practical plan presented in an uncomplicated manner. We listen to you to gain understanding of your goals and objectives. We believe a simple approach is the best way to help you understand how everything works.

REASONABLE RATE OF RETURN

The complex needs of all retirees require an advisor working with them who will listen, strategize, explain and inspire them to build a sound financial foundation to protect their retirement savings. Retirees have unique planning needs, including the need to balance the safety of their principal and grow their assets with the rest of their sometimes-complex financial picture.

MEET LORI BENNETT

OUR TEAM APPROACH

Educators Financial Group includes a full administration staff as well as highly-trained professionals with specialized expertise in federal employee benefits, public employee benefits, and retirement and financial planning. Together we have more than 75 years of combined experience that we put to work for you and your family.

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