Planning Today for a More Secure Tomorrow
From retirement planning to estate coordination, we help families prepare for the future before life’s challenges arise.
About us
At Proactive Life Planning, we believe the best financial decisions are made before life’s challenges arise.
Our mission is to help individuals, families, and business owners prepare for the future by creating strategies designed to protect what matters most — their income, their loved ones, and the legacy they want to leave behind.
Rather than waiting until problems appear, we focus on proactive planning. By helping clients understand their options and plan ahead, we aim to provide confidence and clarity about the future.
Meet Our Team
Claudia Rutola
Dedicated paralegal and certified health and life insurance advisor, fluent in both English and Spanish. With experience in Medicare, health insurance, and life insurance, Claudia is committed to helping clients navigate complex legal and insurance matters with clarity and confidence. As a wife and mother of four, she understands the importance of protecting what matters most and is passionate about supporting families in making informed, secure decisions for their future.
David Rutola
An experienced insurance agent and retirement planning specialist with a strong background in financial services and a bachelor’s degree in business. He is dedicated to helping business owners navigate succession planning and guiding individuals and families toward financial security and independence.
David’s approach centers on personalized strategies that address income planning, asset preservation, special needs planning, tax efficiency, and legacy planning. Known for his clear communication and client-first mindset, he has built a proven track record of delivering results and helping clients retire with confidence.
Outside of his professional work, David enjoys traveling and spending time with his family.
Anthony Bell
A licensed insurance agent focused on helping individuals and families explore retirement planning and financial protection strategies for the future. He is passionate about helping clients better understand their options and feel confident when making important financial decisions.
His approach is centered on honesty, clear communication, and building genuine relationships with the people he serves. Anthony is committed to providing a client-first experience and helping families work toward long-term financial security and peace of mind.
Outside of work, Anthony enjoys spending time with his wife and children and being involved in his local community.
Liza McGinn
Co-Founder of Crow Law Legacy and a Texas attorney licensed since 1997. With nearly three decades of legal experience, Liza has worked in special education law, family law, corporate law, estate planning, and general civil litigation.
Today, Liza focuses her practice exclusively on estate planning, helping individuals and families protect their assets, provide for loved ones, and plan for the future with confidence. Her background in special education law gives her a meaningful perspective when assisting families with special needs planning, guardianship concerns, and long-term care considerations.
As a wife and mother of three adult children, Liza brings both professional experience and personal understanding to her work. She is committed to helping families create thoughtful, practical plans that protect what matters most.
Rick Crow
Texas attorney, real estate broker, and founder of Crow Law Legacy, where he helps families protect their assets, preserve their wishes, and plan for the future with confidence.
Licensed to practice law in Texas since 2006 and licensed as a Texas real estate broker since 2007, Rick brings a practical legal and real estate background to estate planning, wills, trusts, probate, asset protection, and family wealth planning.
Rick believes estate planning is not just for the wealthy — it is for anyone who wants to protect their family, avoid unnecessary conflict, and make sure their wishes are honored. Through Crow Law Legacy, he helps clients create clear, customized plans designed to protect what matters most.
Lizbhet Bell
Marketing and social media specialist who helps businesses grow through thoughtful content and clear, engaging messaging. She supports the team by creating strategies that connect with the right audience and build a strong online presence. As a wife and mother of three young children, she brings both creativity and intention into her work and is passionate about helping others grow something meaningful.