For the past 30 years, MAR Financial Group has been the leader in providing employee benefits, voluntary insurance, and other group benefits such as dental and vision coverage to small businesses in San Antonio, Austin, Houston, and throughout South Central Texas.
Based in San Antonio, TX with clients in Cotulla, Gonzalez, Austin, Boerne, Houston, and elsewhere, MAR Financial Group delivers personalized service, top-notch education, and the best plans available for your employees.Whether you are a business owner looking for health coverage for your management team, or an HR specialist tasked with reviewing your current benefit plans, MAR Financial Group has the answers to your questions.
Based in San Antonio, TX with clients in Cotulla, Gonzalez, Austin, Boerne, Houston, and elsewhere, MAR Financial Group delivers personalized service, top-notch education, and the best plans available for your employees.Whether you are a business owner looking for health coverage for your management team, or an HR specialist tasked with reviewing your current benefit plans, MAR Financial Group has the answers to your questions.
Services
Our Agency
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Founded in 1990, MAR Financial Group is owned and managed by Jerry F. Mathis CLU, ChFC, and his spouse, Mary A. Rodriguez LUTCF, RHU. Mathis and Rodriguez share the management of the agency and divide the responsibilities of market research and product review along the lines of their individual expertise.
Organizations
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MAR Financial Group is honored to serve our customers and the community of San Antonio, TX. We are committed to funding impactful nonprofits and joining organizations that empower our agents with the most up-to-date insurance and financial information. NAIFA San Antonio is a non-profit organization affiliated with the National Association of Insurance and Financial Advisors and the Texas Association of Insurance and Financial Advisors.
Small Business Guide to Open Enrollment
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I'd love to offer health insurance but my small call center business can't pay a minimum of $5,000/month to cover my people! I wish I could just do that, and not be forced to pay some mandated minimum! I wish my coffee shop could offer group health insurance - I know Debra and Jerry need it and, well, I do too.
Tax Season FAQs
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Tax season is around the corner, and everyone here at MAR Financial Group wants to make sure our clients have everything they need in order to properly file taxes. Review the most frequently asked tax return questions and answers below to make sure you're prepared for the 2020 tax season. Filing your taxes is much easier now with all the software that can walk you through each step of the process.
HSAs and Consumer Spending
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Consumers are spending HSAs on everyday medical expenses not considering emergencies, hospital visits, and long-term savings. This illustrates the need for training if you have an HSA for your employees. Let us help you to assist them in planning the distributions and the opportunities for long-term savings.
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