Excel Planning Solutions

FinX Score™ — 93

Auto, Home, Life & Health Insurance
2 Licensed Agents • Texas-Based

Our Insurance Agents

This profile is part of the FinXConnect™ pre-launch experience. Final features, layouts, and functionality may change upon full platform launch.
The current version is for early access and onboarding purposes only.

Prepared a personalized auto insurance quote for a client, re-shopping carriers to reduce their premium.

08/13/2025 — Houston, Texas

Joined FinXConnect, serving clients across Texas with a team of two licensed insurance agents.

08/13/2025 — Houston, Texas

No client reviews available on FinXConnect™ at this time.

Plan & Protect with Confidence

At Excel Planning Solutions, we help individuals, families, and small businesses protect what matters with clear, tailored insurance guidance and responsive service. Our advisors compare options, explain trade-offs in plain language, and align coverage to your budget so you can make confident decisions without the guesswork.We offer comprehensive protection across Auto & Property (home, auto, renters, landlord), ACA/Marketplace health plans (“Obamacare”), Dental & Vision, Travel Insurance, employer Group Plans, and Mortgage Protection Insurance. From first quotes to renewals, we handle policy reviews and claims coordination to keep your coverage current and your experience hassle-free.