Financial Solutions for School Districts, Educators and CoachesSince 2001, XO Financial has been the trusted financial partner for educators, coaches, and school districts across Texas and the nation.
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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:
SIMRP — Self-Insured Medical Reimbursement PlanHelp your district increase employee take-home pay, generate payroll tax savings, and fund student scholarships — at no cost to implement.
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Preventative Care
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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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Life InsuranceLife insurance provides financial protection for your loved ones by paying a tax-free benefit in the event of your death.
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Final Expense CoverageFinal expense coverage helps pay for funeral costs, medical bills, and small debts after you pass away.
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IRA/402(k)403(b) Rollovers:IRA/401(k)/403(b) rollovers let you move retirement savings into a single account to simplify management.
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