Navigate Healthcare Reform with confidence
We strive to demonstrate our business in action
Providing benefit focused solutions and strategies
Managing costs so they are predictable and acceptable

Creative Strategies

  • Plan Analysis
  • Benchmarking
  • Cost-Saving Solutions
  • Wellness Programs

Employee Benefits

  • Medical
  • Dental
  • Vision
  • Life
  • Retirement
  • Disability

Health Care Reform

  • Employer Shared Responsibility
  • Compliance Testing
  • Safe Harbor Testing
  • White Papers

Thank you for visiting our site.

We realize that you have many options as to who you should partner with for employee benefits. Here at Lake Travis Insurance and Financial Services, we never represent our clients with a sense of entitlement or simply rely on the fact that we've known each other for a number of years as a reason to stay with our agency. Our approach is contrary to most in that we want to give you several reasons why you should rehire us for another year when the time comes to renew your plan. Many insurance brokers feel that working your renewal is simply an annual event that encompasses about 90% of their work load. We believe the renewal is not a single event, but rather a year long process with many steps and checkpoints along the way. Anything less than exceptional service throughout the entire year is unacceptable. We will not settle for anything less and neither should you.

If our vision sounds like a breath of fresh air, I invite you to have us give you a no cost analysis on your current benefits package and service level. It would be our pleasure to show you what we're capable of and the solutions we can introduce to your organization.