We Help First Responders Build Strong Financial Futures.

We are fiduciary financial advisors who help police officers, first responders, and public servants build strong financial futures utilizing department-wide financial wellness training, customized financial planning, and life insurance.

Not planning for your financial future can create stress & could cost you the retirement you deserve.

We know how stressful it is to not know who to trust when it comes to understanding finances and financially securing your future.
 
How do you learn how to BUILD WEALTH the right way?  Have you ever felt like no matter what you do you just can’t get ahead financially?  Where do you start?  What steps should you follow? 
 
Don’t feel stuck and discouraged.
 
We are owned and operated by current and retired police officers. We understand what you are going through because we went through it, too. Let the FinancialCops help get you get “unstuck” and on the right path to building your financial strength the right ways.

How it works

1

Schedule A 15-Minute Discovery Call

The fiduciary advisors at Serve & Protect Financial Texas are retired and current police officers who speak your language. During this 15-minute call, we’ll discuss your financial goals and how to get you there.

2

Get An Action Plan

We’ll create and execute a personalized action plan for you based on your goals, whether it’s financial wellness training for your department, personal financial planning, or life insurance.

3

Be Confident In Your Financial Future

Consistent and ongoing financial management is key to a strong retirement. With our process you’ll be confident in your, or your teams’, financial future.

Our Premier Financial Wellness Training Has Been Featured With Thousands of First Responder Agencies & National Law Enforcement Conferences.

Bless the Badge

Get the Financial Cop Budget Worksheet

Making healthy financial choices is essential to building a strong financial future. Budgeting is one of the biggest keys to managing your money. It doesn’t have to be complicated. It helps you see what money is coming in, what money is going out, and where to improve so you can align expenses and savings with your financial goals.

Budgeting puts you in control of your finances. Get a head start on your budgeting with the Financial Cop Budget Worksheet.

go bag

Get The Legacy Go-Bag Worksheet

Making healthy financial choices is essential to building a strong financial future. Our Legacy Go-Bag makes organizing and keeping track of your finances easy. A Legacy Go-Bag creates an organized place to have all important personal information and instructions to help your family locate items related to your personal finances and final wishes. A Legacy Go-Bag will help give them specific instructions, from you, about how you want things to occur in the event that you pass away or are seriously injured.

Organize your finances with the Legacy Go-Bag Worksheet.

The FinancialCop Difference

Fee-Only Financial Services

Because we pride ourselves in transparency, we operate on a fee-only basis whether your managed assets are $20,000 or $2 million. This helps keep your money where it should be, in your investments.

Fiduciary Care

We are fee-only Fiduciary Financial Advisors. This means that we always act with your best interest in mind at all times. We do not sell products with non-transparent commissions like annuities. We believe we have a duty to be transparent at all times, making it easy for you to understand how we operate, and are compensated.

Police Officer Owned

As a retired officer owner business, we are able to navigate the unique financial planning aspects that other careers don’t have. We have extensive knowledge on maximizing your pension with the right strategies helping build fundamentally strong financial plans, increasing your financial wellness, and more.

Featured Blogs

type of insurance should you choose

What Type of Insurance Should You Choose

If you are a first responder, every shift, every moment on the job can be risky. Being prepared for the worst, your death, is the best way to protect your family. A quality life insurance policy can protect your family and help them maintain the same lifestyle you are living

Read More
the debt snowball method

The Debt Snowball Method to Pay Down Debt

When the Forbes 400—the 400 richest people in America—were asked what is the most important key to building wealth? 75% said becoming and staying debt-free was the number one key to wealth building. What do the rich know and practice that the rest of us don’t? Being free from debt!

Read More