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Austin Office - 9821 N Lake Creek Pkwy, Suite 4153 Austin, TX 78717 Dallas Office - 446 Houston St. Coppell, TX 75019

Phone:

Austin Office- 972-489-6792 Dallas Office - (972)338-9655

E-mail:

Keep Together What You Put Together

We specialize in business and personal financial strategies to help meet the needs of Texas business owners and their employees.  Our personal and business financial strategies emphasize:

  • Business and Estate Planning
  • Employee Benefits and Retirement Planning
  • Executive Compensation Planning
  • Investment Products and Tax Planning
  • Risk Management

What distinguishes Employers' Resource Group is our constant search for quality in service, our network of experts in the key areas that affect business owners, and the depth of experience of our professional associates and staff.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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