Secure Tomorrow Today with Titus Wealth & Trust Insurance
Discover Peace of Mind with Titus Wealth & Trust – Expert Insurance and Wealth Management Tailored to Protect and Prosper Your Future.
Explore Our Comprehensive Insurance & Wealth Management Solutions
Explore tailored insurance and wealth management solutions designed to protect and enhance your financial future, with expert guidance every step of the way.
Titus Wealth & Trust Services
Life & Health Insurance
Offer personalized plan aimed at shielding both you and your family from financial hardship in the unfortunate event of illness or loss of life.
Tax-Free Retirement
Create tailored financial plans to protect your family from market risks, excessive taxes, and outliving your resources, with expertise in retirement planning, wealth building, legacy preservation, and educational funding.
Debt Elimination
Assistance in eliminating debt, including mortgages, in nine years or less—without extra spending—enhancing both their current financial situation and future prospects through expert consultation.
Estate Planning and Trusts
Guidance in estate planning, including wills, trusts, and tax strategies to ensure smooth asset transfer and legacy preservation for future generations.
Policy Reviews
Offer complimentary education and reviews of financial instruments like 401(k)s, IRAs, pension plans, and life insurance, helping you understand your accounts, fees, benefits, and potential income gaps to make informed decisions for your future.
Final Expense
Offer services of arranging a final expense policy, which covers funeral and end-of-life expenses. This ensures that your family doesn't bear the burden of these costs out of pocket.
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 are 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.
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
8637 Fredericksburg Rd Suite 115, San Antonio, TX 78240