Austin First Financial is the parent company of The Retirement Instructor. I founded Austin First Financial, Inc in 1999 to aid Austin residents with their retirement planning. Since then, The Retirement Instructor was founded for my adult education classes.
The Austin American Statesman & Austin360 polled the Austin community and they discovered that Austin First Financial is the Best Investment Firm in Austin, based on public opinion.
Big Win For The Little Guy!
We beat out huge national brands like Edward Jones for the top spot.
Why Do We Think We Won?
There were multiple factors attributing to this achievement. When it comes to financial firms, we are often judged based on our financial compliance with the SEC. In fact, this was a primary factor in my FiveStar Wealth Management designation for Best in Overall Client Satisfaction, but I don’t think it was the reason we did well in this particular competition.
At Austin First Financial, we believe that the primary factor in our success, is the satisfaction of our clients. For details on the rules of this competition, please click here and scroll to the bottom of the page.
I had a lot of help from my team
Lisa Watt has been with me for a few years now; she caters to the needs of our clients on the phone and during our retirement workshops.
Our new marketer, Andrew Noll, is also dedicated to our clients through the production of marketing materials. We all work together to provide the quality service that clients expect of us.
We Are Pleased That We Keep Our Clients Satisfied
We really enjoy the opportunity to serve the city of Austin and are always working hard to help Austinites retire successfully.
Find Out Why We Won
A lot of firms focus on money management only, but we take a comprehensive approach. We have award winning technology at our fingertips for financial planning.
Additionally, we have modern artificial intelligence monitoring our client portfolios.
Finally, as a fiduciary, I am on your side of the table. I always work in your best interests!