skip to main content
Main Menu
Estrada logo - white
  • WHO WE ARE
  • WHAT WE DO
  • OUR APPROACH
  • RESOURCES
  • CLIENT LOGIN
  • GET IN TOUCH

What We Do

Family holding hands while walking along the shoreline at sunset with gentle waves in the background.

Our Client Family

Our clients are hardworking, successful people who want a partner to help them manage their money well. They lead full, busy lives, and we come alongside them and help them make wise decisions that support their values and goals. They appreciate the trust we build through genuine relationships, which allows them to lean on us when making important decisions and navigating complex financial scenarios. Our clients become like our family, and we are by their side through every season of life, offering insight, wisdom, and steadfast support.

Custom Strategies for Your Best Life

We specialize in customized financial planning that prioritizes your values, needs, and goals. By getting to know you on a personal level, we gain a deep understanding of what matters to you and how we can best serve you. From there, we develop a detailed plan to help you optimize your wealth and prepare for your best future. Some of the specific ways we help people include:

rotate arrows icon

401(k) & IRA Rollovers

Learn More
chart line icon

Life Insurance

Learn More
clipboard icon

Financial Planning

Learn More
chart line icon

Wealth Management

Learn More
shield icon

Asset Protection

Learn More
wheelchair icon

Disability & Extended Care Needs

Learn More
umbrella icon

Retirement Planning

Learn More
user tie icon

Executive Benefits

Learn More
user gears icon

Succession Planning

Learn More
user shield icon

Key Person Insurance

Learn More
handshake icon

Funding Buy-Sell Agreements

Learn More
piggy bank icon

Funding Deferred Compensation

Learn More

crutch icon

Disability Insurance

Learn More

821 East Southeast Loop 323, Suite 500
Tyler, TX 75701

Office: 903-372-4924
Roseann@restradafinancail.com

“But those who hope in the LORD will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint.”
- Isaiah 40:31 -
Disclosure

Roseann Estrada is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #15947153), AZ, CA (CA Insurance License #0I01744), CO, DE, FL, GA, LA, MD, MO, MS, NM, NV, OH, OK, OR, PA, SC, TX, and WA. No insurance business may be conducted outside the states referenced.

Roseann Estrada is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 E Southeast Loop 323 Ste 500, Tyler, TX, 75701, 903-372-4924. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, NM, OH, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Roseann Estrada is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DE, NM, OH, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click Here
  • WHO WE ARE
  • WHAT WE DO
  • OUR APPROACH
  • RESOURCES
  • CLIENT LOGIN
  • GET IN TOUCH

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices