See what our clients are saying about us.
As I approached retirement from my career with a local utility company, I needed to make sure I could maximize my pension income and maintain the lifestyle I’d worked hard for. Mr. Persyn helped me design an insurance strategy that provided the security and stability my family needed— including guaranteed income protection in the event of my premature passing. His guidance made the entire transition into retirement far less stressful.
We’ve worked with him for years, and he has always acted in our best interest. His professionalism, integrity, and genuine care for our financial well‑being have made him an advisor we trust wholeheartedly.
When my mom passed away, my brother and I were worried about whether our dad would have enough income to maintain his lifestyle. Our parents had always depended on both of their retirement incomes, and losing one created a lot of uncertainty and fear for our family.
Mr. Persyn listened to every concern we had and truly understood the emotional weight of the situation. He designed a tailored solution that ensured our dad would always have the income he needed — including protection for long‑term care. Knowing that my dad’s future is secure brought us tremendous peace of mind during a very difficult time.
He was professional, compassionate, and made us feel heard every step of the way. His guidance and calm, thoughtful process helped make an incredibly trying period much easier to navigate.
I’m deeply grateful for his support and would highly recommend him to anyone facing complex financial decisions during life’s most challenging moments.
After teaching school in Austin for 30 years, I sold some property and wanted to make sure the proceeds were kept safe while still earning as much as possible. Mr. Persyn took the time to understand my goals and set up a plan that balanced growth, safety, and flexibility. He arranged my funds into annuities with 3‑, 5‑, and 10‑year terms, with most of the money in the shorter buckets so everything wasn’t tied up for too long. It was exactly what I needed.
I sometimes have trouble focusing for long periods, but Troy was incredibly patient. He walked me through everything until I fully understood how the strategy worked and how it supported my long‑term needs. I never felt rushed, just supported and respected.
His professionalism, kindness, and ability to explain things clearly made the whole experience smooth and stress‑free. I’m grateful for his help and highly recommend him to anyone needing honest, thoughtful financial guidance.
I’ve been fortunate in my life and career, with a high income and substantial savings in my 401(k) and IRAs. But as I looked further ahead, I became increasingly concerned about long‑term taxation. The more I learned about IRMAA and how it could impact my retirement, the more I realized I needed expert help.
Mr. Persyn put together a thoughtful and strategic Roth conversion plan that addressed every concern I had. He helped me navigate the tax pitfalls I wanted to avoid and created a long‑term strategy that significantly reduced my risk. His clarity, professionalism, and ability to explain complex concepts in a straightforward way made me feel confident I was making the right decisions.
I’m grateful for his guidance and highly recommend him to anyone looking for smart, proactive retirement and tax planning.
My husband recently retired from being a state trooper, and we wanted to be sure we were making the best decisions with our money. My sister and her husband had worked with Mr. Persyn for several years, so we reached out to him for guidance on our own situation.
Troy took the time to understand our goals and gave us clear, much‑appreciated advice. He helped us protect our money while still setting things up to earn a solid return. We never felt pressured—just supported by someone who genuinely cares about doing what’s best for his clients.
We’re very grateful for his help and highly recommend him to anyone looking for trustworthy financial guidance.
My wife and I attended a movie event sponsored by Mr. Persyn, and it was both informative and entertaining. We decided to book an appointment with him afterward because we had purchased annuities in the past and wanted to know whether it made sense to move those investments.
Troy took the time to review our contracts and our overall financial situation. After looking everything over, he told us the best move was to leave our existing annuities exactly as they were. We truly appreciated his honesty and the fact that he didn’t try to push us into making unnecessary changes.
His sincerity and straightforward guidance gave us a lot of confidence. We’re grateful for his integrity and highly recommend him.
My mom lived with us and was getting on in years, and we were very concerned about how we would handle the cost of a potential long‑term care situation. She had some savings, but we knew it wouldn’t be enough to cover an extended need. It was a stressful and emotional time for our family.
One thing that meant so much to us was that my mom didn’t speak English, but Mr. Persyn didn’t miss a beat—he spoke to her in Spanish, made her feel completely at ease, and included her in every part of the process. Seeing her comfortable, understood, and respected was incredibly reassuring.
We are so grateful that he was able to secure coverage for her that gives all of us real peace of mind. His professionalism, compassion, and cultural understanding made a world of difference. We feel very fortunate to have found him and highly recommend his services.
