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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.

Police Officer Owned

Fiduciary Financial Advisors

Independent Financial Advisor

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.

What We Do

Speak With A Financial Professional

Meet The Dayton & Sydney Team

Learn More With Our Resources Page

How it works

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.

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.

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.

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

Is Early Retirement A Good Idea?

Early retirement. A dream that many people wish to live. But is it worth it? 49.9% of Americans want to retire early. And this figure has risen from 47% in 2019 [1]. So, if an increasing number of people wish to do the same thing, does that make it a viable…

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Here’s How You Might be Able to Pay Your Medical School Debt Effectively

An average medical student graduates with debt 6 times larger than any other college graduate [1]. Therefore, regardless of how well-paid doctors might be, most doctors have to bear the woes of debt repayment. On top of all that, doctors are often never given the…

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How to save for retirement without an employer-sponsored retirement plan

Retirement planning might be essential for sustained financial health post-retirement. However, a recent study revealed that around 42% of people have less than $10,000 stocked away for retirement [1]. And it doesn’t help the situation that 41% of millennials do not…

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Why Is Financial Literacy Critical for Physicians?

Doctors often earn more than the national average salary [1], even during residency [2]. But financial strain is still surprisingly common in this field. Many reasons may contribute to this financial burden, which might eventually take a toll on a physician’s…

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Resources

Budgeting

Learn More About Budgeting

Wills and Living Wills

Learn More About Wills and Living Wills

Legacy Planning

Learn More About Legacy Planning

Debt

Learn More About Debt Management

College Savings

Learn More About College Savings

Life Insurance

Learn More About Legacy Planning