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The Austin Investment Pros can help you design a comprehensive, individualized plan based on your needs, your circumstances, your financial goals and your dreams for the future. Your plan will take into account all the variables and all the options to maximize your savings, investments, benefits, insurance policies, retirement distributions, social security payout, and every other component of your retirement portfolio.
At The Austin Investment Pros, there is no cookie-cutter approach to financial planning. The approach is specialized and focused on you. We provide financial education and tools through seminars and consultations, and then work with each and every client to develop a unique, comprehensive financial and benefits strategy based on the life you want to live in retirement. We ask about your dreams and goals, and then develop a thorough plan that addresses every aspect of your portfolio, including social security, taxes, medical, estate planning, life insurance, investments, assets and family needs.
We focus on providing financial, retirement and tax services for those who live and/or work in Central Texas, including Austin, Round Rock, Lakeway, West Lake, and other nearby communities. We work extensively with employees of Dell and other technology companies, The University of Texas, Federal Government employees and Texas State Government employees. We also work extensively with entrepreneurs, teachers, executives, small/micro business owners, and professionals in healthcare, law, engineering, technology, real estate and other services.
We meet with each client regularly and offer financial guidance designed to target these financial goals:
o Maximize net worth
o Enhance wealth and cash flow
o Reduce tax liabilities
o Implement sound investment strategies
o Plan for a secure retirement
o Provide for loved ones
o Invest for the future