Personal Planning

Plan Smart

Build With Confidence

Protect What Matters

OUR SERVICES

At Archer Financial Consulting, we don’t believe in cookie-cutter solutions.
We listen first, build trust, and design a personalized strategy built around your needs.

Income Protection

Your life isn’t one-size-fits-all—and neither is life insurance. Whether you’re looking for temporary coverage or lifelong protection, we can help you build a strategy that protects your family and creates long-term financial confidence.

Disability Income Protection

If an illness or injury keeps you from working, your income could disappear overnight. Disability insurance helps replace a portion of your income so you can keep life moving, even when things don’t go according to plan.

Medical needs change as we age—and long-term care can be expensive. We help you prepare for the future so you can choose how and where you receive care without draining your assets.

Long-Term Care Planning

Retirement Strategy

Whether you're decades away or just a few years out, we'll help you create a retirement plan designed to provide income, stability, and peace of mind. The earlier you plan, the more options you'll have.

College & Education Planning

Want to support a child or grandchild through college? We’ll help you set aside money the smart way, with options that can grow tax-efficiently while preserving flexibility.

Planning with Purpose

Personal finances can feel overwhelming — but they don’t have to be. We take the time to understand your goals and walk through each step with clarity, so you can move forward with confidence and control.

”Kurt helped me finally understand my financial picture. I walked away feeling confident instead of overwhelmed.”

Sarah M. – Dallas, TX

"This was the first time someone actually listened to my goals and built a plan around me. Total game-changer."

Jason R. – San Antonio, TX

"We were just starting our family and didn’t know where to begin. Kurt gave us a clear path forward."

Renee A. – Cedar Park, TX

“No pressure. No jargon. Just honest, thoughtful advice that helped me get my finances in order.”

William T. – Houston, TX

What Our Clients Are Saying

Let’s talk through your goals and see how we can help. No jargon. No pressure. Just smart guidance.

Ready to explore your options?

Let’s Start With a Conversation

No Pressure
There’s no cost or commitment — just a conversation to explore your options.

It’s About You
We’ll take the time to understand your goals, priorities, and where you’re at.

Honest Guidance
Expect clear, thoughtful advice — no jargon, no pushy sales tactics.

A Plan That Fits
We’ll talk about next steps and help you move forward with confidence.