DENISON • SHERMAN • NORTH TEXAS
Your Financial Life Deserves More Than a Sales Pitch.
I’m JT Truax. I help individuals, families, educators and business owners understand where they are financially, identify potential gaps and build a strategy around where they want to go.
Hi, I’m JT.
I believe financial services should still be personal.
Not a call center. Not someone disappearing after the sale. And not trying to fit every family into the same product.
My job is to understand what you already have, what you're trying to accomplish, and where you want to go. Then we can look at the options available to help you build a strategy that makes sense for you.
I work with individuals, families, educators and business owners in areas including life insurance and living benefits, retirement strategies, annuities, financial planning and business protection.
You don't have to become my client to have a conversation with me.
What Can I Help You With?
Financial planning isn't one size fits all. Start with what matters most to you.
🛡️ Protect My Family
Life insurance, living benefits and income protection.
🏖️ Plan for Retirement
Retirement accounts, rollovers, annuities and income strategies.
📈 Build My Financial Future
Create a strategy for accumulation, protection and long term goals.
💼 Protect My Business
Key person, succession, retirement and liquidity event strategies.
🍎 I'm an Educator
Understand your benefits, retirement options and protection strategy.
🚀 Explore the Business
Learn about becoming licensed and building a financial services business.