Choosing PTT Financial

In the Medicare market we have helped thousands of individuals save on Part D costs (prescriptions), Insurance costs including deductibles, co-pays, and monthly premiums. In addition to helping our clients save money, we also have helped thousands qualify for Medicare Savings Programs though the Texas Department of Health and Human Services and Social Security Programs.


Taking Care of Your Business

PTT Financial specializes in TAX FREE retirement Income and in Indexed and fixed annuities. We give our clients the upside potential of the stock market, with the safety of Banks and CD type programs.

PTT Financial

PTT Financial proudly serves the needs of families all throughout TX. We specialize in Medicare Programs, Retirement Programs, Life Insurance, and Health Insurance including OBAMA care.

We are dedicated to you and all your personal & business insurance needs. Our most important win is making you a happy, life-long customer.




PTT has been recognized by National Sales companies. We have been ranked as the number one SGA in sales by Cigna-Health Spring several years in a row nationally. We are also top performer for United Health Care, Valley Baptist Health Plans, and Care Improvement Plus in the Rio Grande Valley of Texas.

Our Goals

  • To provide solutions, that address the unique financial challenges for each individual, family, and business.
  • To build a solid and reliable financial plan for our clients.
  • To enable our clients to take control of their financial future.

Learn more about PTT Financial!