3200 Steck Avenue | Suite 250 | Austin, TX 78757

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Financial Planning

Financial Planning

Financial Planning

Financial Planning

Financial Planning

2-4 Meetings per year

Fee:  Fixed Fee

Receive written recommendations for specific financial goals.

Services:

  • Retirement Planning
  • Retirement Income/ Distribution Planning
  • Education Planning
  • Budgeting & Cash Flow Planning
  • Home Purchase Planning
  • Mortgage/Debt Management Planning
  • Cash Reserves Planning
  • Insurance Planning
  • Estate/Will Planning
  • Divorce Planning
  • LGBT Needs Planning
  • Charitable Giving Planning
  • Corporate and Personal Tax Planning
  • Inheritance Planning
  • 401(k) Creation
  • Business and Personal Financial Planning
  • Planning for anything else that affects your money

Asset Management

1-2 Meetings per year

Fee:  Investment Advisory Fee

Investment recommendations for assets based on your time frame and risk tolerance.

Receive investment advice specific to assets held within accounts.

Services:

  • IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs
  • 401(k)s
  • Non-Qualified accounts and regular (taxable) Brokerage accounts
  • 529 & Coverdell Education Savings accounts
  • Access to mutual funds, exchange traded funds (ETFs), individual stocks and bonds, options and other investment types
  • Access to annuities, fixed and variable, with and without guaranteed income/withdrawal benefits

Insurance

1-2 Meetings per year

Fee:  Commission

Insurance recommendations based on protection needs.

Services:

  • Life Insurance
  • Disability Insurance (Income Protection Plans)
  • Long-Term Care Insurance