Grayson Financial LLC

Grayson Financial LLC is an independent insurance and retirement planning agency run by Ricky Adams, MBA. The firm works with families, business owners and people approaching retirement on annuities, life insurance, indexed universal life, Medicare options and 401(k) rollovers, shopping cases across more than 30 A-rated carriers rather than selling one company's products.

The first step is a free 30-minute discovery call by phone or video, with no products discussed and no obligation. Strategy options with numbers and trade-offs come in writing afterward, and the agency is paid by the carrier only if a policy is issued. The office is in Manvel, Texas, and the agent is licensed in Texas.