Professional Portfolio Management
About Us
Estate Planning
Through our innovative estate-centric approach to financial planning. We understand that estate planning isn't just about numbers; it's about securing your legacy through generations to come. Our priority is to keep it simplified and transparent.
Asset Management
We win when YOU win. With the ever-changing market landscape, we ensure our dynamic approach to asset management remains responsive and resilient. But our commitment goes beyond just helping growing your wealth. We strive to cultivate long-term relationships built on trust, transparency, and mutual respect.
Insurance Planning
Insurance can be essential to any comprehensive financial security plan. The unavoidable tragic events are to not be forgotten, such as death, disability or critical illness. The right insurance plan can help protect you and your family from undue hardship.
Our Team
Eric Cabrera
Admin
Eric is the office administrator over all operational areas of financial planning we specialize in. His growing interest in estate planning assistance, helps achieve a balanced plan. Eric has been insurance licensed since 2008, and has been involved in focusing on life and annuity products since 2014.
Robby Welborn
Wealth Management Advisor
As a Wealth Management Advisor, Robby specializes in Retirement and Estate Planning. He emphasizes detailed, personalized planning through a structured interview process he developed to address and achieve each client's specific objectives. He also holds insurance licenses in Texas and is a Registered Financial Consultant.
Shelley Taylor
Operations & CSR
Shelley is the heart of our client interactions and brings over a decade of experience in streamlining processes and boosting efficiency. Shelley assists in all aspects of the daily operations, and oversees client onboarding.
"We Help Our Clients Design Estate And Investment Strategies That Support A Secure, Confident, And Enjoyable Retirement"
Robby Welborn, RB Welborn Financial
Granbury, TX
About You
PRE-RETIREES & RETIREES
Whether Retirement is on the horizon, you're already retired, or it's still far off, we specialize in assisting you through the complexities of financial planning. Our mission is to help you work toward a safe and secure retirement future. We aim to provide confidence though personalized asset management and portfolio optimization, tailored to navigate unpredictable markets effectively.
PROTECTING YOUR LEGACY
We understand the importance of protecting and securing your estate for the next generation. Every individual has an estate plan—either your plan or the government's plan. Our dedicated team aims to help ensures your wishes are honored and your legacy is preserved. We strive to make our approach both simplified and organized, making it easier for you to understand your financial landscape. We assist in streamlining your finances, allowing you to focus on enjoying your retirement with greater peace of mind.
BUILDING
RELATIONSHIPS
We believe in building personal, long-lasting relationships. We are deeply invested in the well-being of our clients and our local community. Our commitment is to be a trusted partner, providing support to help you work toward your retirement goals.
Meet Robby
Robby Welborn, RB Welborn Financial
Granbury, TX
Many years ago, after selling a family business in Granbury, I embarked on a new career path driven by my passion for the financial world. My initial business was primarily focused on life insurance and annuities. Later I established RB Welborn Financial, expanding to comprehensive financial services, particularly estate and retirement planning.
Over the past 20 years, I've focused on safeguarding clients' savings, particularly after witnessing significant market downturns in the early 2000s. My approach is deeply personal, emphasizing clients' needs and goals. I believe in attentive listening, thorough research, and crafting flexible, tailored financial strategies. I collaborate with a network of attorneys and CPAs to offer educated, ethical, and client-centered financial guidance
