Phalanx Financial Solutions Group LLC is a financial services firm based in Richmond, Texas, established in 2002. It combines insurance-driven wealth strategies with financial education to help individuals, families, executives, and business owners protect assets, plan for the future, and make informed financial decisions. Its services include executive compensation and benefits planning, tax-efficient wealth strategies, retirement income planning, business succession planning, key-person and business life insurance, and family protection strategies.

The firm also offers corporate financial wellness programs and training for agents and advisors. Phalanx describes its approach as education-first, shame-free, and informed by behavioral finance, with strategies tailored to clients’ goals, circumstances, and timelines. Its process covers discovery, strategy design, implementation, and ongoing review.

Through Phalanx Financial Academy, the firm provides psychology-based financial literacy programs, including the six-week Money & YOU Concepts curriculum, live and online learning, mini-courses, group cohorts, and corporate training. The Academy aims to help participants understand their relationship with money and apply practical financial concepts with greater clarity and confidence