After this class, you'll have the knowledge, tools and roadmap you need to make well-informed decisions for your future and plan for the retirement you've always dreamed of. Our process is personalized to help meet your unique financial goals. One of our highly-regarded certified professionals will take you through our customized process, answering all of your questions along the way.
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 & financial situation to determine if we can add value. Receive a custom 3-Dimensional plan focusing on Taxes, Income, Retirement, Health & Estate Planning.
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 & financial situation to determine if we can add value. Receive a custom 3-Dimensional plan focusing on Taxes, Income, Retirement, Health & Estate Planning.
Services
As a Retirement Income Certified Professional(R) (RICP(R)), Scott possesses the knowledge and experience needed to navigate complex retirement issues. Scott has been an instructor for Adult Education classes in Austin since 2007. Classes are typically held at The University of Texas through their Informal Classes program, or in the Arboretum area.
Our white papers can be a great source of information on several retirement planning topics. Disclosure: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).
Many investors today are re-evaluating their current financial plan, and many others are deciding that with a bull market that has lasted almost a decade and with significant tax law changes, going through it alone isn't the most prudent path going forward. If there was ever a time to take advantage of a complimentary, no obligation, unbiased Financial Assessment.
A good estate plan can address a wide range of issues, including distribution of money, guardianship of children, disposition of real estate and more. This white paper outlines the what, when, who, and how to integrate your social security benefits into your retirement income plan. This white paper can teach you about market corrections and 5 things you should do during a market correction.
Envision your retirement. It's a time you can do all the things you love but must be financially prepared to do so. Explore how our certified financial planners can help you reach the retirement you envision, or preserve the retirement that you're in. A common fear amongst baby boomers is running out of money.
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Marigold Austin
Aug 26, 2019
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