Texan Wealth Insurance (TWI) is pleased to announce the grand opening of their office in McKinney. Texan Wealth Insurance is the sister company of Texan Wealth Management (TWM), which opened in 2013. Sarah Marshall is President of TWM and TWI. While she specializes in investments, husband Brandon Marshall and their insurance team focus on providing top-notch service in home, auto and commercial insurance. TWI is an independent insurance agency that quotes with multiple companies to find the most coverage at the best rate.
Brandon and Sarah are both proud McKinney natives and feel very fortunate to be raising their two children in such a caring and thriving community.
“My husband and I are very blessed with the success of Texan Wealth Management over the past year and a half. With the opening of Texan Wealth Insurance, we can offer our clients a one stop shop for all of their financial planning and insurance needs. We look forward to expanding our business and continuing our involvement in the community.”
Marshall has a bachelor’s degree in Economics and Finance from the University of Texas at Dallas and holds a Certified Retirement Planning License (CRPC®) from the College for Financial Planning. She also holds other various licenses pertaining to her field. The Marshall’s team’s focus is on having the right knowledge to be a one stop shop for their clients, including retirement planning, tax/estate planning, and finding the right insurance coverage based on each client’s needs.
After 12 years of successfully serving residents of McKinney through investments and insurance, Marshall was surrounded by friends, associates and community leaders as they welcomed TWI at a ribbon cutting with the McKinney Chamber of Commerce on Tuesday, Oct. 21.
Client David A. Garner shares his experience with TWI by saying, “Through their hard work and diligence, Texan Wealth Insurance saved me $1700 a year on my homeowner’s policy. What’s more, when we got a new truck, they managed to save me an additional $300 per month off of my original policy. The fact that they went that extra mile to save me a total of $2000 a year in my home and auto insurance is a testament to the type of organization it is. It’s been a real pleasure working with them and we look forward to a long relationship with Sarah and the folks at Texan Wealth.”
For more information about Texan Wealth Insurance call Sarah Marshall at 469-219-3300 or email her at firstname.lastname@example.org.