Securing Roots, Growing Futures
Protect Your Family, Plan Your Retirement, Get Your Estate in Order, All in One Place
Based in San Antonio, serving clients nationwide.
From estate planning and retirement income to Medicare, life, health and business insurance, I compare options from many top-rated insurance companies and explain everything in plain English. One relationship, no pressure. – Becca Titus, Licensed Agent
Licensed in life & health in most states (resident TX #2034361) · Certified in Estate Planning · Based in San Antonio since 2009
Explore Our Insurance & Retirement Planning Services
Personalized insurance and retirement planning to protect your family, your income and your legacy, with clear guidance every step of the way.
How We Can Help
Retirement & Estate Planning
• Estate planning: wills, trusts, powers of attorney and healthcare directives so your wishes are clear and your family is protected.
• Annuities & FIAs: options designed to help protect retirement savings from market losses and create income you can count on, subject to each contract's terms.
• Federal & state employees: education on your FERS, TRS or ERS benefits, FEGLI and life insurance comparisons, and insurance-based retirement income planning. Educational guidance and insurance solutions, not investment advice.
• 1099 & self-employed retirement plans: retirement savings options for business owners and contractors without a 401(k) at work.
• Million Dollar Baby: a permanent life insurance policy for a child or grandchild that builds cash value over time and locks in coverage while they're young. Results depend on the policy and premiums paid.
Life & Family Protection
• Life insurance: term and permanent coverage that helps replace income and protect the people who depend on you.
• Final expense: smaller policies that help cover funeral and end-of-life costs so your family doesn't pay out of pocket.
• Mortgage protection: life insurance designed to help your family keep the home if you pass away or become seriously ill.
Health & Medicare
• Medicare: help comparing Medicare Advantage, Supplement and drug plans, at no cost to you.
• Individual health insurance: coverage for individuals and families who don't get insurance through work.
• 1099 health plans: health coverage built for self-employed people and independent contractors.
Business
• Group health: health benefits for your employees that help you attract and keep good people.
• Key person insurance: coverage that helps your business stay steady if an owner or key employee passes away.
• Property & casualty: home, auto and business coverage, offered through our agency's licensed property & casualty team.
Is Your Estate Plan in Place?
A will, a trust, a Medical Power of Attorney, a Durable Power of Attorney and a Directive to Physicians make sure your wishes are followed and your family isn't left guessing. Many families don't have these in place. We can help you get these documents in place, simply and affordably.
Wills · Living trusts · Medical Power of Attorney · Durable Power of Attorney · Directive to Physicians · Beneficiary reviews
Get My Documents in Place
Meet Becca Titus
Hi, I'm Becca Titus, founder of Titus Wealth & Trust. Since 2009 I've helped families and business owners, from San Antonio to across the country, protect what matters, plan for retirement and get their estate in order, with an educational, no-pressure approach.
Licensed in life & health in most states (resident TX #2034361) · Certified in Estate Planning · Certified to Serve Federal & State Employees · Advanced Markets Certified (Retirement)
Book My Free ReviewCarriers We Work With
American Amicable · Transamerica · Fidelity Life · Foresters Financial · National Life Group · Mutual of Omaha · F&G Annuities & Life · Heartland National Life · Farmers Life · EquiTrust Life Insurance Company
…and many more, including leading Medicare carriers.
Testimonials
Brooke R.
I was drowning in debt and could not get ahead. I was embarrassed about my situation and did not know I had solutions to help me. Becca had so much compassion about what I was going through and put me at ease. She was able to provide solutions to get me off of the hamster wheel and get out of debt within 9 years and save me thousands of dollars in interest!
Brice J.
Becca was recommended to me through a mutual friend because I am self employed and do not have a retirement plan or access to contributing to a 401(k). I am in my late 20's and wanted to get started on saving for retirement but did not want to put money in something that would expose me to potential market loss. Becca educated me on all of the options available to me to start a retirement plan that fit within my budget. She helped me set goals to increase my budget of contributions over time to ensure I would be comfortable at retirement. I cannot tell you how excited I am to have a plan in place to reach my retirement goals, protect my family if I pass away and my income if I get sick. Now I can live my best life knowing every area of my life and family is secure financially!
Sandra H.
I have been an educator for over 30 years. I was wanting to retire, but wasn't sure if I would have enough income to retire comfortably. Becca was able to review my current teacher retirement plan as well as past accounts I had with other districts. She was able to provide options to stop the market losses I was experiencing with my past TRS accounts. She was extremely educational in helping me understand my current TRS account and what to expect to receive when I retire. Becca also discovered what my income gap would be and provided solutions to help fill that gap before I retired. I now feel that I have been thoroughly educated in financial literacy and feel empowered to make the best financial decisions for myself and have peace of mind.
Jacob D.
I am a single Dad and widowed. I lost my beautiful wife to cancer a year ago and she did not have life insurance. Life insurance was something we talked about needing, but we just did not make it a priority because we were young and the thought of dying seemed so far in the future. When my wife passed away, I was faced with the stress of paying for her funeral, finding expensive day care for my daughter, lost income while I grieved and worrying about what would happen to my daughter if I too passed away. Becca helped me get a life insurance plan in place to make sure my daughter was taken care of financially if she is left orphaned and also give me peace of mind knowing I will have income through living benefits on my policy if I get sick. She was able to shop all of the insurance companies to find me the best rate as well. I no longer have to worry if the unexpected happens.
Individual results vary. Testimonials reflect individual client experiences.
FAQs
Your Questions Answered - Simple, Clear, and Concise.
What types of insurance does Titus Wealth & Trust offer?
We offer personal, business, life, and health insurance, among other tailored solutions.
Can I customize my insurance package?
Absolutely. Our agents work closely with you to tailor insurance solutions that fit your specific needs.
What should I consider when choosing life insurance?
Consider financial obligations, family needs, and long-term goals. Our agents can help with detailed analysis.
How often should I review my insurance and financial plans
Review your plans annually or when significant life or business changes occur
Are there specific insurance options for small businesses?
Yes, Titus Wealth & Trust offers tailored insurance solutions for small businesses including property damage, liability insurance, and workers compensation among others. Our team can help you assess your risks and recommend the appropriate coverages.
What is the process for filing a claim with Titus Wealth & Trust
Contact your agent directly or call our customer service to begin the claim process
Contact Us
Becca Titus
Direct Line
Office Line
8637 Fredericksburg Rd Suite 115, San Antonio, TX 78240
We do not offer every plan available in your area. Currently we represent 15 organizations which offer multiple products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not affiliated with or endorsed by the U.S. government or the federal Medicare program.
Titus Wealth & Trust offers insurance and annuity products. Information is educational and is not tax or legal advice. Annuity guarantees are backed by the claims-paying ability of the issuing insurance company. Property & casualty coverage is offered through our agency's licensed P&C team. Licensed in life & health, resident TX #2034361.