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Business Solutions

We provide solutions to help you protect your business and strategies to manage growth through the years.

Ready with Solutions

Common Questions Our Clients Ask

Employee Retention

  • How do I attract great talent?
  • How do I incentivize key personnel?
  • How do I maintain a competitive advantage against other businesses when recruiting?
Answer These Questions

Business Continuity

  • How do I start or expand a business?
  • Am I prepared for an economic downturn?
  • Are my partners and I protected in the event of tragedy?
Answer These Questions

Succession Planning

  • How do I prepare to sell my business?
  • How do I prepare to pass my business to the next generation?
  • What is the value of my business?
Answer These Questions

Business Planning Topics

  • Executive Bonus Plans
  • Retirement Plans
  • Business Evaluation
  • Buy/Sell Agreement Funding
  • Key Employee Planning
  • Growth and Expansion
  • Transfer Considerations
  • Estate Planning

What solutions are you seeking? 

Schedule a Meeting Today

Wherever you are on your financial journey, our team is here to provide you with the guidance and support that you need. Reach out to us today to learn more about our financial services, or to see if you're a good fit for our network of financial professionals.

Bluecrest Financial:

700 N. Grant Street, Suite 120
Odessa, TX 79761

Dallas Office:

14241 Dallas Pkwy, Suite 1200
Dallas, TX 75254

Meet the Team

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254. 972-348-6300 Bluecrest Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202804-8271024

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

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