Financial Planners in Austin

“If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.“

“I met Justin at one of his meeting in 2015After the meeting my wife and I set a appointment to sit down and go over our .financial plan after which we asked him to put a plan together for our retirement.We met again and after reviewing the plan we moved all our retirement funds into the planIn December 2018 my wife was going to start her social security and the information options were confusing so we pulled out Justin's planWe followed the plan and saved a considerable amount by following his planJustin and his team are professional in everything they doThanks to them my wife and I have a solid plan for retirementB z“

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“Pleased generally with the service and performance so far. Wish there were more investment options but that is only complaint.“

“Laura and Josh have been a blessing managing our investment portfolio. Laura responds within minutes to hours of my emails and always contacts me to provide any information I am asking about. Laura and Josh don't just invest and then sit back and see what happens, they are proactive in contacting us and suggesting modifications that produce higher returns. A big benefit is that Laura and Josh are just great people.“