Independent Financial Advisers are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market.

Fiduciary duty is a legal responsibility to put the interests of another party before your own.

Our Process

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Schedule

Schedule a complimentary meeting with Scott to discuss your retirement goals and potential concerns.

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Report Card

During your meeting, Scott will create your personalized retirement report card. It will illustrate what you are currently doing and areas that Scott can help you improve.

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Plan

Start planning for your retirement by implementing Scott's plan today!

We know retirement planning can be tricky.

The rules and laws change all the time.

That’s why we created the Retirement Report Card, a personalized and systematic approach to help you understand your retirement goals and work toward them with confidence.

We use the kit to analyze the five key areas of your financial life — income planning, investment planning, tax planning, health care planning and legacy planning. Then we help you address any areas of deficiency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and a financial future that works for you.

At Austin First Financial, Inc., helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

preparing for your financial future

Call us today at 512.638.9499 or email ScottC@AustinFirstFinancial.com to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

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