Welcome Why Priva? Contact Us Careers

  • Dream. Invest. Grow. Freedom.

    Take Control and Achieve Your Goals.

    We are here to Advice and Guide you along the way!

  • Why Priva?

    Priva Financial is an innovative financial services and financial advisory company. Priva Financial is on the mission of providing cutting edge investment solutions and advice to investors - both to the mass affluent and directly to institutions through a tailored consultative service.

    Our Approach

    Tailored Solutions.

    At Priva Financial we believe that one-size-fit-all is not the right approach. Each individual, small business, or corporation have their own requirements and goals to meet. We provide financial services, advice, and solutions to clients tailored to their unique needs. We are not captive to any firm so the solutions we pick and recommend are based on each product's strengths and keeping your best interests in mind.

    Financial Needs Analysis

    Reach Your Financial Goals.

    We provide a free Financial Needs Analysis (FNA) based on the information provided and we will identify solutions and strategies that could:

    • Address your current concerns
    • Fill potential gaps
    • Minimize your tax exposure
    • Reduce your investment risk

    We are licensed in most of the states in the US.

    Call us to schedule your free consultation at 972-884-0224

    Our Services

    Diversified Product Portfolio. One Stop Shop.

    We can advice and help you with:

    • Worry Free Retirement Planning
    • Kids Education Savings
    • Tax Saving Investments
    • Oil & Gas Investments
    • Land Banking
    • Commercial Real Estate Notes
    • Will & Trust
    • Group Life Insurance
    • Group Health Insurance
    • Indexed Universal Life Insurance
    • Guaranteed Universal Life Insurance
    • Term Life Insurance
    • Final Expense Life Insurance
    • Guaranteed Issue Life Insurance
    • Mortgage Life Insurance
    • Key Person Life Insurance
    • Index Annuities
    • Fixed Annuities
    • Medicare Supplement
    • Medicare Advantage
    • Self-Directed IRAs / 401ks
    • Private Foundation Corporation or Trust
    • Charitable Remainder Trust
    • Donor-advised Fund
    • Family Limited Partnership
    • and more!

    We are licensed in most of the states in the US.

    Call us to schedule your free consultation at 972-884-0224

  • Drop Us A Note

    Don't be afraid to reach out. You + us = awesome.

    We are licensed in most of the states in the US
    469-288-6581
    469-288-6581
    info@privafinancial.com

  • we're hiring!

    We always strive for the best.

    Licensed Life and Health Agents

    Need Customer Centric Licensed Agents.
    • We are not captive for any one company. We work with many top tiered companies.
    • Get to know your clients on a deeper level with exceptional customer service and a personal touch with an in-depth look into their lives to determine what policies and coverage will benefit each one.
    • Meet the changing needs of our customers by crafting and customizing a policy that works for their lives.
    • Join an exciting team of individuals committed to offering security to every consumer by working to sell the best of the best policies cherry picking from various top rated companies.
    • Perform research to cherry pick the best available products from the top rated companies.

    Apprenticeship

    Join an exciting team of individuals committed to helping clients reach their financial goals

    • Training - You will receive training and tools to become one of the best in financial services industry. 
    • Licensing - Commit to study and pass various state regulated licenses. We will help guide you to the right kind of license. Exceptional candidates will be reimbursed for all the licensing costs.
Cookie Use
We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
Learn More