Our planning process can address your retirement needs as well as cash flow, insurance (including disability income, long term care and life insurances), college funding, investments, and estate planning. In most circumstances, clients will incorporate investment management and financial planning through Austin Money Management Corporation (AMMC); when a special circumstance is presented, AMMC will assemble a comprehensive financial plan for a client on a stand-alone basis. 

We believe that having a financial plan provides our clients with the confidence that comes with having a professionally developed plan in place - plus their wealth advisor as a resource to adjust the plan as their circumstances change on an ongoing basis 

Liability-driven asset allocation and investment strategies. Investment manager due diligence and selection. Performance reporting and manager monitoring. As a fee-only advisor, we serve in a fiduciary capacity and we are legally obligated to act in our client’s best interest. We provide independent, objective advice and we do not offer proprietary investment products. 

Tax efficient wealth transfer; multigenerational strategies. Trust and entity planning. Business succession and transfer strategies. 

Life insurance planning. Property and Casualty insurance analysis.  Asset protection strategies. Coordination with client attorneys and tax advisors. Identify and forecast potential client liquidity constraints. 

Family wealth education, communication, and governance. Philanthropic strategies. 

Concentrated holdings. Business owner exit strategies, continuity planning.