Diversified Financial Partners is a full-service group of independent financial professionals committed to helping our customers pursue their investment goals. We offer a wide range of fixed and indexed life insurance and fixed annuity products and financial services to individuals and business owners. We believe that, through the sound financial advice provided by our highly qualified members, you will be better able to identify your goals and make decisions to help reach them.

To best serve our clients, we believe in leveraging our resources. Through our relationship with Partners Financial, we are able to offer clients the personal attention they expect from a smaller, local firm combined with the broad range of products and level of expertise typically associated with more impersonal, national firms.

Please call us if you have any questions about our firm or the range of financial products and services we provide. We have has a relationship with a variety of financial services companies, and work with a select and limited number of clients.  This allows us to focus an extraordinary amount of time and energy on you and your planning process.


 

 

 

Founded in 1987 and based in Austin, Texas, Partners Financial is a client-focused community of top independent life insurance members dedicated to exceptionally high standards and premiere client service. Partners Financial links core carriers and independent financial advisors through its national network, creating a connection that benefits everyone involved – members, their clients and advisors, as well as product manufacturers. Its unique culture encourages idea-sharing, collaboration, innovation, leverage and objectivity.

As a member firm of Partners Financial, Diversified Financial Partners takes advantage of the organization’s preferred market access and clout to offer clients a comprehensive selection of high-quality life insurance and wealth transfer solutions, and enjoys the commitment of dedicated underwriting and service teams from its core carriers for negotiating pricing and resources for clients. Members gain access to a wider spectrum of products, services and support, all resulting in the choice and objectivity that clients deserve. They have the added advantage of infrastructure and intellectual capital to help expand their competitive position and enhance their ability to better serve clients.

Partners Financial participate in each core carrier’s product development process, as well as Advisory Councils composed exclusively of its member firms. The organization provides industry-leading tools to help members increase their staff efficiency to support deeper client relationships and more efficient delivery of solutions. Member firms also benefit from proprietary access to an extensive range of resources, technology, tools, and knowledge-sharing forums and events.

Most important, this institutional advantage does not diminish the members’ entrepreneurial independence nor the personal attention guaranteed to every client.