Financial Planners near Lakeway

“I have worked very closely with Shane and Steve over the last couple of years and these two feel more like brothers then sales advisors and agents. They are the epitome of what compassion, repect, knowledge, and loyalty looks like. I'm not a client and that is only because I live in Colorado, however, I have sought advice and I would most certainly go to Arrow Insurance and Financal Group for any of my Insurance or Financial needs if they ever become available in Colorado. Very trustworthy group!“

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“I have been with Fox Alliance Wealth Management for 10 years and 5 years ago I began using their Tax Preparation services. They are only the 3rd Tax service I've used in my life, starting with my 1st job in 1970. They do use a person (person to gather up all my income, K1's, charitable deductions, property taxes, etc.. that I give to them in a shoebox full of receipts - unsorted/organized) to gather (organize) for their CPA staff. It is very automated for me (retired) as my situation doesn't change much year to year. My income is $250k+ and is complicated due to prior investments with carry forward issues. They give me a cover letter summary 1 page of my return and what changed + or - year over year. Net overall Federal tax is 12% as they take advantage of every legal/allowable deduction. Then I Get a report that compares current year (2023) with the past 2 so I see clarly what has changed. Their staff is very responsive. I now live out of state but even when living in Austin there was never any reason to meet with the CPA (still have never). I'm not sure why Jodi/Myra (same person? too coincidental??) are so upset. If they want a tax planner - someone to advise/consult with the best tax advantaged investments or other legal tax advantaged options, they need to consult the with Wealth Advisory side, who I also highly recommend. My experience has been 5 star with both.“

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“I’m a financial professional so you’d think I’d be able to do my own financial planning. BUT the added value that Mike and his team bring gave me peace of mind and the courage to take the retirement plunge! Just their help with tax planning is worth it.“