Our Services

Money means different things to all of us. That's why, at Austin Financial Management, Inc., we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.

At Austin Financial Management, Inc., we provide the following services and address the following needs:

  • Accumulating and building wealth
  • Business succession strategies
  • College planning
  • Distribution of income in retirement
  • Life, long-term care, disability, and other insurance gaps
  • Assisting in establishing trusts, wills, charitable gifts, private foundations, and other areas related to estate planning
  • Taxation reduction

Our goal is to select the best tools for your particular circumstances and to propose cost-effective, tax-efficient solutions for all our clients.