Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Austin, TX area, Michael Smith will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Pie Charts Financial is a Registered Investment Advisor firm specializing in personal financial planning and low-cost investing through index-funds, ETFs, and individual bonds and CDs. We charge a flat annual fee vs. charging a percent of assets. We tell you what to buy, how much, and why. You decide where you want to custody (hold your account), and when to implement each piece of the strategy. All plans include annual reviews along with phone/email support throughout the year to handle any "ad-hoc" financial planning questions that may arise. We operate as an independent, fee-only, firm that receives no compensation from other products or service providers.
McHenry Capital, LLC is a fee-only wealth management firm that works with emerging affluent individuals, couples, and families. We help our clients manage their wealth more effectively, and deal with all the financial changes and transitions in their life so they can maximize and achieve their best Return on Life (ROL).
At Current Investments, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
