About Us

Whether you are an individual, or an employer looking to provide protection for your workforce, we are your resource and your partner for building a comprehensive plan

Your partner for planning

What makes Achieve Financial Group different is our approach. We represent you, not a specific product or provider. We educate and inform the individuals and companies we work with, versus concentrating on selling for a particular insurance provider. Instead, we maintain a network of providers so we can always find the best fit for your particular needs. When we take care of our clients, everything else takes care of itself. Our focus is on you, and our dedication to diligence sets us apart.

Service

We have been serving the community for over 25 years and thus have built trusting relationships with our clients. We are not seen as vendors; but partners in creating customized solutions with that personal touch you seek.

Technology

Our secure online software solutions offer
flexibility, control, convenience, and education. We make it easy for you!

Knowledge

We research the newest products, trends, laws & legislation, and solutions to keep you up to speed. We care about you and your needs.

Experience

We built a team of experienced professionals who are focused on service with integrity. Our agents and enrollment specialists have comprehensive knowledge and experience in the field – we’ve been helping clients like you for over 25 years.

Meet Our Leadership Team

Greg White

President

Melany White

VP Marketing & Sales

Dona Batchelor

Client Services Manager

Danny Coffman

University Markets

Belinda Bridges

Enrollment Director

How To Reach Us

Tyler Office

1397 Dominion Plaza, Suite 120
Tyler, TX  75703
Click here for directions

Dallas Office

6060 N. Central Expwy, Suite 500
Dallas, Texas 75206
Click here for directions

Together, let's start planning with purpose

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