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SOS's mission is to provide simple and unique strategies that protect, optimize and succeed in meeting each of our client’s specific financial goals. We offer a broad range of financial and retirement planning services.

Troy Yeaple is owner of SOS. He holds health and life licenses in Texas, Illinois and California and has 18 years’ experience in the insurance and annuity industry.

Troy gained the training and knowledge needed to open his own retirement planning firm by managing offices for several well-known insurance companies in the first half of his career. He runs his business with the philosophy that it is best to prepare clients for the inevitable changes of life by keeping things simple, transparent and understandable with uncompromising integrity.  For over 5 years Troy has hosted the "Preserving Your Money" radio show on 950 AM Radio educating Houston and it's surrounding communites on financial topics.

He resides in the Houston area with his wife Anna, son and two daughters. He enjoys scuba diving and spending time with his family -- especially his wife, whom he works alongside in the office.

Anna Yeaple is responsible for company operations and organizes educational workshops, informational seminars, and client events. For over 12 years Anna has held a health and life license and for more than 20 years has worked with health and financial companies.  As a wife, mother, and business owner she understands firsthand what many people face when it comes to making decisions with their money and navigating a work/life balance, therefore; she strives to keep clients educated on topics that are up-to-date on issues that matter the most to their families and financial well being.

Jesse De La Fuente is co-associate of SOS. He holds a health and life license in Texas and has over 10 years' in the health industry. Jesse currently works in the Katy, Pearland and Tomball office dedicated to integrity and service through his commitment to placing client's needs first. In developing a personal financial plan with you, Jesse will look at a broad range of options designed to reduce taxes, accumulate assets, fund your retirement, and strategically put a plan in place with results for your current needs yet flexible to handle life's transitions. Working side by side with Troy, you will receive tailored advice to meet your financial goals for you and your loved ones.

Married for over 10 years Jesse and his wife Christiana moved from a small in town in East Texas to the metropolitan area in 2011.  Both enjoy traveling, fishing, skiing, keeping fit, and spending time with family and friends.

Carla Paz has been with SOS for about 7 years and holds a health and life license in Texas for several years.  For over 6 years, Carla and her husband PJ have been local business owners.  This has allowed her to gain the knowledge and importance of putting the client first.  With her role as Financial Client Assistant Manager for the office, Carla's organizational skills help her coordinate an orderly transfer process to our new clients.  She is also responsible for all account maintenance. Carla also provides assistance in directing the right plan to those needing assistance with Medicare Health & Drug Plans.  Carla is well liked because she exceeds the expectations of clients by providing exceptional service.

Both Carla and her husband, enjoy spending all their free time with their son and daughter.        
 
To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at 281.255.4752 today!
By contacting us you may be offered information regarding the purchase of insurance products.

Complimentary Report
"Your Retirement Income Planning Checklist”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.