Our Planning Process
We will discover what you want your retirement to look like and begin our proprietary financial audit.
We will review and examine your current tax & retirement situation to determine if we can add value.
Receive a custom 3-dimensional plan focusing on Taxes, Income, Retirement, Health & Legacy Planning.
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 best guide us to your specific retirement goals, 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.