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Steve McDaniel    The one you call when you want to build and protect your wealth...Safely.



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Helping people of all ages build and protect their wealth...Safely, is our SOLE Focus.  Our philosophy is that with today's tools, there is no reason to have any of the money you are counting on for retirement at risk in the market. 

The idea that you must have your money at risk to grow your wealth is outdated, but Wall Street has done such a great job of spreading it's propaganda, that many Americans are addicted. It's hard to break an addiction like this, but we are doing our best to help cure as many people as we can. See the Safe Money in Texas page and Blog for more information.

Protecting your wealth means having your money in safe places and having your assets protected with solid insurance policies backed by solid companies. With all the emphasis being on insurance rates, one of the biggest mistakes people make is not understanding what your policies cover.  See the Insurance pages for more information and for access to a free webinar on the 7 Biggest Mistakes People Make When Buying Home Insurance.

To enjoy the Senior Years, it's important to start preparing when you are young and you will never be younger than you are now. But the work doesn't stop there.  When is the best time to retire? How much money will you need? What is the best Medicare Coordinated Health Insurance plan for you? What other policies are important for you and what is a waste of money?  See the Senior Services page for more information.

What We Do:

We specialize on helping people in the following areas:

  • Financial Services
  • Retirement Accounts
  • Home, Auto, and Life Insurance
  • Medicare Coordinated Health Benefits
  • Specialty Insurance Protection

Mission Statement:

Our mission is to help our clients build and protect their wealth...Safely. We accomplish this by building relationships that are based on trust, and by providing sound advice, along with outstanding service.



  • Make sure your risks match your goals
  • Never let emotional decisions replace rational judgement
  • Get help. Most people are too emotionally tied to our own situation to be able to make objective decisions
  • Protect your core assets
  • It is just as important to minimize risk as it is to maximize returns

Core Values:


  • We act in our clients best interest
  • Reliable, honest advice
  • Full disclosure of all risks and benefits



  • Provide clients with timely monitoring of accounts
  • Returning phone calls and emails promptly
  • Help clients resolve issues as they arrive

Putting Clients First:


  • Remaining completely objective
  • Avoiding all conflicts of interest
  • Caring about our clients, their families and their future


  • Helping clients understand the difference between price and value
  • Exceeding clients expectations
  • Translating financial information into meaningful language


  • Providing sound products and advice for our clients
  • Keeping our clients educated regarding issues related to their financial well-being
  • Pursuing continuing education


Steve McDaniel - Owner

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Steve McDaniel is owner of this agency and is a native Texan, born in Houston.  He has lived in the Rowlett/Rockwall area since 1984. Prior to that, he graduated from Greenville High School in 1974 and graduated from Southern Nazarene University in 1978 with a Bachelor of Science degree in Business Administration.  He has been in the insurance business since 1993. He currently has a Group 1 Life and Health license as well as a Property & Casualty license with the State of Texas.

Steve has long been involved in the community.  He is now or has previously served as :

  • an Ambassador for the Rowlett Chamber of Commerce
  • member of the Garland Rotary Club
  • member of BNI (Business Networking International)
  • member and chairman in the Dallas MetroEast Chapter of WCR
  • member of his church board
  • charter and core member of the Rockwall Investment Club
  • president of the Rowlett Exchange Club
  • member of the DFW Realtor Association

He continues to be plugged in to the local community and eager to serve his fellow citizens.