Professional
Loren Hsiao's Mission Statement: I help clients reach their financial goals through time tested, well-proven and consistent strategies. 1) I feel I have a personal obligation to guide clients as if their money was my own money. I want to be sensitive in understanding a client's circumstances, as if I was personally involved in their situation. 2) I believe in a process that addresses risk management first, then wealth accumulation, and finally preservation. 3) A client's success in accomplishing financial goals and objectives is driven off my integrity to hold clients accountable to the very things they have expressed to me as important in their lives and a client's willingness to be held accountable. This is NOT a transactional relationship; it is an ongoing process and relationship. 4) I take my career and responsibilities seriously, as this may affect a client's financial security, children's education, and retirement income. 5) Open and honest communication is essential. I expect clients to tell me how they feel and what they desire in all points of our discussions.
Loren Hsiao's Journey with Northwestern Mutual
During Loren Hsiao's final months at Texas A&M University, he spent a lot of time trying to figure out what he wanted to do for the rest of his life. He knew he wanted to pursue a career in an environment where he could truly make a daily impact in the lives of others. He did not find the prospect of working to improve the bottom line of a large company to be attractive. That type of career path would continually lead him to wonder if he was actually making an impact - a true impact.
Loren credits his father David Hsiao for instilling in him a strong work ethic, but also a desire to be an entrepreneur. As an immigrant from Taiwan, David Hsiao left behind his family, his newlywed bride and his culture to make a better life for his family. One year after coming to the United States, David and Jenny Hsiao were reunited and have since raised their sons to understand the importance of hard work and sacrifice. Loren took that message to heart as he sought to find a balance between as successful career as well as time for family. It was because of this desire and the sacrifices of his father, that Loren began to consider running his own practice. Learn more about Loren Hsiao's background on his Personal page.
An introduction to the Northwestern Mutual Financial Network enabled him to integrate the two desires of making an impact and being an entrepreneur into his career. Through his affiliation with Northwestern Mutual, he found an opportunity to serve his clients through a company that abided in a philosophy he valued.
This common philosophy is the backbone of an amazing company and his success. It is a message of commitment to the client and serving them first.
In April 2011, Loren Hsiao helped open a district network office with Northwestern Mutual in Allen, Texas. Within one year, his office has grown to over 20 financial representatives and staff that make up his firm, known as the Texas Financial Group-Allen. As managing director, Loren Hsiao is able to combine his talents of financial planning for his clients with his love of coaching and guiding new financial representatives that come to work at Texas Financial Group-Allen.
Northwestern Mutual's Mission Statement:
"The AMBITION of the Northwestern has been less to be large than to be SAFE; its aim is to rank first in BENEFITS to policy owners rather than first in size. Valuing QUALITY above quantity, it has preferred to secure its BUSINESS under certain salutary restrictions and limitations rather than to write a much larger business at the possible sacrifice of these VALUABLE points, which have made the Northwestern preeminently the POLICY OWNER'S company."
-The Executive Committee, 1888
COMPANY LEADER
- New Clients Leader for Texas Financial Group - Dallas in 2005
Associations and Memberships
- Member of NAIFA and recipient of the NAIFA Quality Award, 2011
- New Clients Leader for Texas Financial Group-Dallas, 2005
- Member of the Allen-Fairview Chamber of Commerce
Years of Experience
Representing Northwestern Mutual since 2001.
Education
| Degree |
Major |
Institution |
| Bachelor of Business Administration |
Marketing |
Texas A&M University |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2005-2011
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
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National Quality Award 2003-2010
Award recognizing persistency and performance
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National Sales Achievement Award 2006-2010
Award recognizing performance
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