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Creative Financial
Professionals

4500 Westgrove Suite 356
Addison, TX 75001

Phone:

972-380-0063 Toll Free: 800-529-5740

Fax:

972-380-0097

E-mail:

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Welcome to Armour Trust Financial

Jose A. Lopez, M.B.A.

Welcome to Armour Trust Financial. We are a full-service independent agency. Our focus on providing ' Best of Class ' Financial & Insurance solutions.

We begin by developing a thorough understanding of each client's specific situation, needs, and goals; By utilizing strategic questioning and listening we are better able to understand each client unique situation. This allows us to better understand the clients current stage in life so we can put a roadmap that is easy to understand and implement.

Our company uses the best resources and programs with the best carriers in the industry to create an armor of protection and meet our client's needs. We use a professional team approach with highly skilled experts and one point of contact to simplify the service process for every client.

 “Armour Trust, Your Armour of Financial Confidence”

Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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