Insurance and Financial Planning that Actually Makes Sense.
Protect your home. Grow your wealth. Plan your legacy — all in one conversation.
MEET HOUSTON’S #1
TRUSTED ADVISOR FOR INSURANCE, WEALTH, AND RETIREMENT PLANNING
KEVIN
Born and raised in Texas, I proudly serve clients across Houston and beyond with comprehensive insurance, investment, and financial planning solutions. With 19 years of industry experience, I help families and business owners protect what matters most — from home and auto coverage to tax-efficient wealth strategies and business succession plans.
At Caballaro Agency, powered by Exponent, I deliver tailored guidance with a concierge approach. Whether you need to review your current coverage, optimize your financial plan, or prepare your business for transition, I’ll help you move forward with confidence.
Let’s connect for a personal review.
📞 Call or text: (281) 660-8741
Languages Spoken: English and Spanish
MEET HOUSTON’S #1
TRUSTED ADVISOR FOR INSURANCE, WEALTH, AND RETIREMENT PLANNING
KEVIN
Born and raised in Texas, I proudly serve clients across Houston and beyond with comprehensive insurance, investment, and financial planning solutions. With 19 years of industry experience, I help families and business owners protect what matters most — from home and auto coverage to tax-efficient wealth strategies and business succession plans.
At Caballaro Agency, powered by Exponent, I deliver tailored guidance with a concierge approach. Whether you need to review your current coverage, optimize your financial plan, or prepare your business for transition, I’ll help you move forward with confidence.
Let’s connect for a personal review.
📞 Call or text: (281) 660-8741
Languages Spoken: English and Spanish
WHAT WE CAN TACKLE TOGETHER
No hard sells. No cookie-cutter advice. Just straightforward guidance built around your goals — whether you’re:
Reviewing old life insurance policies
Planning for retirement
Structuring a business exit
WHAT WE CAN TACKLE TOGETHER
No hard sells. No cookie-cutter advice. Just straightforward guidance built around your goals — whether you’re:
Reviewing old life insurance policies
Planning for retirement
Structuring a business exit
19 YEARS.
THOUSANDS OF CONVERSATIONS. ONE MISSION: SIMPLY THE COMPLEX.
I’ve spent nearly two decades helping people make smart money decisions — without the jargon, pressure, or confusion. You don’t have to figure it all out alone. From insurance to investments to business planning, we’ll walk through it together.
19 YEARS.
THOUSANDS OF CONVERSATIONS. ONE MISSION: SIMPLY THE COMPLEX.
I’ve spent nearly two decades helping people make smart money decisions — without the jargon, pressure, or confusion. You don’t have to figure it all out alone. From insurance to investments to business planning, we’ll walk through it together.
REAL CLIENTS. REAL WINS
REAL CLIENTS.
REAL WINS
LET'S BUILD A PLAN THAT FITS YOUR LIFE GOALS - NOT JUST YOUR BUDGET.
Book your strategy call and get personalized guidance on protecting your family, growing your wealth, and planning your future.
LET'S BUILD A PLAN THAT FITS YOUR LIFE GOALS- NOT JUST YOUR BUDGET.
Book your strategy call and get personalized guidance on protecting your family, growing your wealth, and planning your future.
Let’s Build a Plan That Actually Fits Your Life
Looking for more than just a quote? You’re in the right place. I’ll help you understand your options — whether it’s insurance, retirement income, employee benefits, or business strategy — and tailor a plan to fit your goals, not just your budget.
With 19 years of experience serving Houston families and business owners, I bring real guidance, not just rates.
Fill out the form and I’ll personally reach out — no spam, no pressure. Just clarity.
No spam, no pushy sales calls — just real guidance.
LET'S BUILD A PLAN THAT ACTUALLY FITS YOUR LIFE
Looking for more than just a quote? You’re in the right place. I’ll help you understand your options — whether it’s insurance, retirement income, employee benefits, or business strategy — and tailor a plan to fit your goals, not just your budget.
With 19 years of experience serving Houston families and business owners, I bring real guidance, not just rates.
Fill out the form and I’ll personally reach out — no spam, no pressure. Just clarity.
No spam, no pushy sales calls — just real guidance.
The Best in Houston
Trusted by 1,500+ Clients to Protect What Matters Most
1.5k
Trusted by
1,500+ Texans
865
Policies
Signed
1.5M
$1.5M saved through smarter planning
350+
Current
Clients
The Best in Houston
Trusted by 1,500+ Clients to Protect What Matters Most
Trusted by
1,500+ Texans
Policies
Signed
$1.5M saved through
smarter planning
Current
Clients
SMART STRATEGIES
FOR GROWTH, RETIREMENT, AND BUSINESS CONTINUITY
CAR
INSURANCE
Whatever you drive, you know you need insurance for your car and assets. And Caballaro Agency has coverage options that enable you to get the auto insurance policy you need.
EXECUTIVE RETENTION
Keep your top talent engaged. Use key person coverage and deferred comp strategies to reward and retain your best people.
LIFE
INSURANCE
I can show you a number of coverage options you can tailor to your priorities and budget. In fact, life insurance plans may be more affordable than you might think.
EMPLOYEE BENEFITS
Protect your team. Strengthen your business. Group benefits that work — for owners, employees, and executive leadership alike.
BUSINESS VALUATION
Know your number. Plan your future. Understand what your business is worth — and how to use that knowledge for growth, funding, or succession.
RETIREMENT INCOME
Build a paycheck that doesn’t stop. I’ll help you create reliable, tax-efficient income for the next phase of life — no guesswork.
INVESTMENT MANAGEMENT
Grow your money with purpose. Through Exponent, I offer fee-based investment strategies aligned with your goals — no commissions, no fluff.
FLOOD
INSURANCE
Protect your home from unexpected floods with flexible, affordable coverage. Standard homeowners policies don’t cover flood damage—get peace of mind with options for your home, contents, and more.
SMART STRATEGIES
FOR GROWTH, RETIREMENT, AND BUSINESS CONTINUITY
CAR
INSURANCE
Whatever you drive, you know you need insurance for your car and assets. And Caballaro Agency has coverage options that enable you to get the auto insurance policy you need.
EXECUTIVE RETENTION
Keep your top talent engaged. Use key person coverage and deferred comp strategies to reward and retain your best people.
LIFE
INSURANCE
I can show you a number of coverage options you can tailor to your priorities and budget. In fact, life insurance plans may be more affordable than you might think.
EMPLOYEE BENEFITS
Protect your team. Strengthen your business. Group benefits that work — for owners, employees, and executive leadership alike.
BUSINESS VALUATION
Know your number. Plan your future. Understand what your business is worth — and how to use that knowledge for growth, funding, or succession.
RETIREMENT INCOME
Build a paycheck that doesn’t stop. I’ll help you create reliable, tax-efficient income for the next phase of life — no guesswork.
INVESTMENT MANAGEMENT
Grow your money with purpose. Through Exponent, I offer fee-based investment strategies aligned with your goals — no commissions, no fluff.
FLOOD INSURANCE
Protect your home from unexpected floods with flexible, affordable coverage. Standard homeowners policies don’t cover flood damage—get peace of mind with options for your home, contents, and more.
CONTACT US
BOOK A FREE STRATEGY CALL NOW!
No binding commitment, completely free!
(281) 660-8741
1800 West Loop South Ste 1700
Houston, TX 77027
