Puritan Life Focuses on People Preparing for Retirement or Those Already There

Puritan Life is dedicated to helping folks with their financial future from ensuring they are ready for retirement to helping take care of their loved ones through estate planning. Puritan Life focuses on using insurance and financial products for income planning and wealth transfer.


The Ultimate Guide to Your Medicare Supplement

In the Market for a Medicare Supplement Insurance Plan? Confused about where to start? Read the Top 5 Things You MUST know when shopping for a Medicare Supplement Policy, our free guide for all of your Medicare Supplement needs.

Puritan Ultimate Medicare Guide

puritan managing retirement

Help Protect and Manage Your Retirement Income

You’re retired and doing fine, but you’re worried about outliving your retirement savings. Puritan Life can show you income planning options to help protect and extend your retirement savings as well as how to transfer what’s left to your loved ones in the most effective manner. Puritan Life is here for you!>>

puritan Legacy

Leave Your Legacy

You’re enjoying your retirement and are now considering the legacy that you want to leave for your loved ones. Is your estate structured to minimize taxes, avoid probate, and provide safety and security to your heirs? If not, Puritan Life is here to help!>>


Puritan Financial Group: an A+ accredited business with the BBB!

Puritan Financial Group is an “A+” accredited business with the Better Business Bureau.

  • Continuous accreditation – Puritan Financial Group has been accredited with the BBB since 2002
  • No complaints – Puritan Financial Group has had no customer complaints filed in 12 years

Learn more about Puritan Financial Companies>>

Puritan Financial Companies Named Among Top 100 Best Places to Work!

Top 100

  • Ranked 19th by Dallas Morning News – Puritan Financial Companies, Inc. is listed among the top companies on its’ annual list of 100 Best Places to Work in the Dallas-Fort Worth Metroplex
  • Voted on by our Employees – Rankings were determined by employees’ ratings of work environment and corporate culture

Learn more about working for Puritan>>

Services for the Mature Investor

At Puritan Life, our focus is helping a wide variety of people: from those in their peak earning years prepare for retirement to retirees planning the transfer of their estate to their loved ones. We provide a broad array of financial services including:


Learn More about Puritan Life’s Products>>

Check Out the Puritan Blog!

Puritan Life is committed to educating our clients with relevant information on topics that are important to you! Please check out the Puritan Advisor for more information!

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The Puritan Promise

Puritan Save Time

At Puritan, we are committed to serving our clients with integrity and excellence. Puritan offers personalized service and financial tools that help provide security and peace of mind. Whether preparing for retirement, managing retirement, or leaving your legacy, Puritan is dedicated to being your financial partner for life.