About Us
Planning Futures
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Legacy planning and management
- Rollovers for 401(k), 403(b), & IRAs
- Retirement planning
- Tax Free Retirement Options
- Life Insurance
- Medical Expense Planning
- Healthcare Options
- Final Expense Planning
As an independent financial services firm, we can access many different products so you can get customized service that is right for you and your family.
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And because we are an independent firm, you can always count on unbiased recommendations and impartial guidance based directly on your unique needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call or text us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams. Book a FREE no obligation consultation today..
Our Team
Over 20 Top Rated Financial Institutions(And Growing!)
VonLloyd Financial Services is contracted with some of the top rated and best established financial institutions in America:
AIG
Americo
Mutual of Omaha
National Life Group
CVS Health
Transamerica
Fidelity & Guarantee Life
Foresters Financial
Brokers International
...and many more!
Managing Partners
Michael and Shawna Reaves, Managing Partners
Michael spent almost 30 years of his career working in the Finance Divisions of several multi-billion dollar companies. He specialized in fraud detection, financial analysis, process auditing, consulting, and asset protection. During this time Michael was also instrumental in several entrepreneurial endeavors and in 2017 began a start-up which become VonLloyd Financial Services.
Shawna has spent 30+ years in the insurance industry. Primarily in Property & Casualty lines. She has worked in multiple states and has has a lifetime of experience. Currently she splits her time as a Commercial Lines Manager of a very successful agency in Austin, TX and supports VonLloyd administratively.
Support Team
VonLloyd Financial Services has a diverse team of financial professionals across America
Our agents operate in multiple states
Dedicated product experts in every category
Our firm is affiliated and partnered with an industry leading agency who is the 2nd largest private employer in the State of Texas
Our Wealth Management department is supported by a 39-year old private agency with over $60 Billion under management
"You don't have to be wealthy to get started, but you have to get started to be wealthy!" -Michael Reaves
VonLloyd Financial Services has wealth building and wealth protection strategies for any stage of life. Our amazing clients come from all walks of life, ages, backgrounds, cultures, and income levels. We pride ourselves on finding our client's GENUINE needs and finding value added solutions that are in their best interest.
No mater if you are investing $100 a month or $100,000+. You belong here. Everyone deserves financial services fit to their needs. We are not captive to a single institution or brokerage. We use our independent relationships with numerous institutions representing 100's of products to custom design a strategy for your unique situation.
Our consultations are FREE and there's no obligation
Life | Health | Retirement | Legacy