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.
Start planning for a stress-free retirement by implementing Scott's plan today!
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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.
securing 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.