Financial Solutions for Your Business and Employees.Helping provide enhanced, streamlined company benefits, financial strategies and forward thinking administration since 2001.
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Did you know the SIMRP plan is available to eligible businesses too?The Self-Insured Medical Reimbursement Plan increases employee take-home pay and reduces your company's payroll tax liability — at no net cost to implement. XO Financial manages the entire process. Contact us to find out if your business qualifies.
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Meet the Team
Cody Danaher
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Sean Roper
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Colby Miller
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Sam Brandt
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Randy Brown
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Nicole Roberts
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Emily Roper
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Services We Offer:
Preventative CareHelp employees stay healthier, lower healthcare costs, and address health concerns early.
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Professional Employer OrganizationStreamline HR, payroll, benefits, and compliance while focusing on growing your business.
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Direct Primary CareAffordable, membership-based healthcare with direct access to primary care providers and no insurance hassles.
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Group BenefitsAffordable health, dental, vision, and other coverage for your employees to improve retention and well-being.
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Retirement PlanningHelp employees build financial security with retirement solutions that support long-term savings and future stability.
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Client Testimonials
"I have been a client of Colby and Cody since my days in Elgin in 1998. I would not be where I am financially without their expert advice."
Richard L.
Athletic Director/Head Football Coach Southside ISD |
"XO Financial has gone the extra mile to help myself and our staff"
Mickey S.
Comal ISD |
"I've been able to triple my retirement savings, get myself out of debt and get cancer and illness coverage for the rest of my life."
Miguel G.
Southside ISD |
