Local Financial Advisor in San Marcos, TX

Whether planning for retirement, securing health coverage, or seeking expert Medicare advice, our local financial advisors in San Marcos, TX, are here to help you confidently navigate your future.

About Us

NP Financial PLLC is your trusted partner in securing a strong financial future. Proudly serving Kyle, San Marcos, Wimberley, Dripping Springs, and Buda, we offer personalized services, including Medicare, Health Insurance agency, Life Insurance, Obamacare, Financial Advising, and Income for Life solutions.

We also provide coverage for Dental, Vision, Cancer, Travel Insurance, and even Free College Tuition planning. We aim to deliver honest, accessible local financial advisors who bring peace of mind and long-term confidence. Let’s plan a safer, smarter future together.

📞 Call (512) 567-0681 for your free consultation.

Our Service

Medicare

We’ll guide you through the maze that is Medicare.

Obamacare

Expert assistance navigating Affordable Care Act options and enrollment.

Medicare Agents

Helps provide predictable out-of-pocket medical costs.

Wealth Management

Customized strategies to grow, protect, and manage your wealth.

Retirement Income Planning

Strategic planning to help ensure a stable, comfortable retirement.

College Scholarships

Support in finding and applying for scholarship opportunities.

Dental, Vision & Cancer

Financial coverage for serious health conditions.

Life Insurance For Individual & Family

Guaranteed Issue plans & No medical questions. Include Living Benefits & Chronic & Critical Illness support.

Travel Insurance

Comprehensive travel coverage for peace of mind during family trips.

Health Insurance

$0 premium options under Obamacare.

Financial Advisor

A financial advisor helps you manage money, plan goals, and invest wisely.

Obamacare

Often Free : Most people have a $0 premium/month

Why Choose Us

Local Expertise: We know Texas—and the specific needs of its residents—inside and out.
Personalized Guidance: Every plan is tailored to your unique lifestyle, goals, and needs.
Transparent Process: No hidden fees, just honest, straightforward advice.
Comprehensive Support: We’ve covered you, from Medicare to life insurance.

Our Work Process

Initial Consultation

We begin by understanding your current financial position and goals.

Customized Planning

We create a personalized financial or insurance plan based on your input.

Plan Implementation

We help you complete the necessary forms and enrol in selected programs.

Ongoing Support

Our advisors are here to adjust your plan as your life evolves.

What Our Clients Say

"I was lost trying to choose a Medicare plan. Their advisor walked me through it step by step!"

Barbara T., Kyle, TX

"Excellent service! They helped me find a life insurance policy in Wimberley that fits my needs."

John M., Wimberley, TX

"Thanks to their help, I enrolled in an affordable Obamacare plan just in time!"

Emma S., Dripping Springs, TX

"As a small business owner in San Marcos, I finally found a health insurance plan that works for my team."

– Carlos R., San Marcos, TX

Contact Us

Ready to take control of your financial future? Contact us today to schedule a free consultation with a top-rated local financial advisor in Texas.

FAQs

What services does a local financial advisor in Texas provide?

We offer Medicare guidance, health and life insurance consultations, and retirement financial planning tailored to Texas residents.

Can you help me apply for health insurance under the ACA?

Yes, our licensed advisors will help you navigate the Marketplace, check eligibility, and apply for subsidies.

Do you charge for consultations?

Initial consultations are completely free. We believe in earning your trust before any commitment.

What areas do you serve?

We serve Kyle, San Marcos, Wimberley, Dripping Springs, and surrounding areas in Central Texas.

Areas We Serve

Kyle, TX

San Marcos, TX

Wimberley, TX

Dripping Springs, TX

Austin, TX

Buda, TX