Austin First Financial

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Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service

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Today: 7:00 am - 4:00 pm

Tomorrow: 7:00 am - 4:00 pm

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(512) 638-9499Call Visit WebsiteVisit Website Map & DirectionsDirections1502 West AveAustin, TX 78701 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	7:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Austin with Retirement Planning Services

Barton Creek (12 miles)
Del Valle (12 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Neighborhood: Downtown Austin
Other Link: http://www.austinfirstfinancial.com
Categories: Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service

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Details

Phone: (512) 638-9499

Address: 1502 West Ave, Austin, TX 78701

Website: http://www.austinfirstfinancial.com

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Austin First Financial

Tax Planning
Charitable Giving
Our financial advisors utilize comprehensive tax preparation strategies when planning how to help maximize your retirement accounts. We will help all retirement plans include investment strategies that are tax-efficient and follow Internal Revenue Service (IRS) guidelines. Some additional financial services include asset allocation, donor-advised funds, defined contribution plans and defined benefit plans, tax-efficient portfolio rebalancing, charitable gifting, and strategies for reducing taxes on real estate transactions.
Tax Services
Roth IRA
Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
Tax Deductions
Reducing taxes is an essential piece in preserving your retirement plan. Tax laws can be confusing, and little mistakes lead to larger tax issues. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. Our financial planners offer retirement tax consulting that pays critical attention to tax liability during every step of your financial planning process to minimize problems and potentially maximize tax deductions.
Income Tax
Tax-Loss Harvesting is a strategy our financial planners use to help turn money lost from an investment into a profitable opportunity. Our tax planners use the capital losses that inevitably occur to reduce your tax bill. You don’t truly have a gain or a loss on any asset until you sell it. When the asset is sold we are able to use that capital loss to offset your capital gains and income tax. The investment can then be replaced, or harvested, with a similar investment in order to maintain proper balance and diversification within your portfolio.
Tax Deferral
This annuity is a Single Premium Deferred Annuity that can be a powerful tool to help you prepare for retirement. Our annuity product allows you to earn an annual interest rate that is highly competitive and tax deferred. The power of tax deferral gives you the advantage of paying no taxes on your earnings until you withdraw your funds.

Investment Management
To learn more about our asset portfolio management at Austin First Financial, give us a call today. Our experienced advisors will help you develop an effective allocation strategy to help you get the most out of your investments.
Mutual Funds
Portfolio costs have a direct impact on portfolio performance; we seek to keep the total expense structure low by utilizing low cost index funds, ETFs and institutional class mutual funds. We efficiently structure your portfolio by locating your assets in appropriate accounts to potentially give you the highest net after-tax value over time.
Wealth Management
Insurance products are offered through the insurance business Austin First Financial. Austin First Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Austin First Financial are not subject to Investment Advisor requirements.

Cash Flow Analysis
By conducting a cash flow analysis, our financial planning team is able to calculate if you’re on track for retirement so you can have confidence when entering this new chapter of your life. If your cash flow projections are not on track, we can help get you there through with a comprehensive financial plan.

Financial Planning
Austin First Financial provides fee-based financial planning with no competing sales goals or directives. A pairing with Austin First Financial ensures that your ideal interest always comes first.
Retirement Planning
There are several combinations of strategies for taking your Social Security benefit and creating a pension plan based on your pre-retirement income. Adhering to your situation, we will lay out various scenarios, so you can learn how to get the most value from your retirement benefits.
Annuities
Unlike some annuities, you are not required to withdraw your Accumulation Value over any income period. You are free to withdraw your full accumulation value with no surrender charges after the guarantee period has expired.
Long Term Care
Austin First Financial was founded in September 1997 by current president Scott Campbell. He founded the company to provide information and guidance to clients designed to help them optimize retirement. Austin First Financial is committed to serving Austin’s vibrant community, potentially boosting client financial performance and keeping up-to-date with the newest trends in wealth management. We look at your personal situation, income requirements, risk tolerance, long-term care needs, legacy and charitable wishes. From there, we create a plan for you to work toward your financial and retirement goals. You come to us with a lifetime of investments and savings, so you deserve the ideal level of service and our goal is to provide that to you. Our process balances insightful financial knowledge and key financial planning advice with top-notch client communication.
Asset Management
Even the best-designed portfolio needs attention. Otherwise, a carefully constructed asset allocation will drift due to varying performances of the portfolio’s investments or managers. That’s why we examine every portfolio on a daily basis – to identify opportunities for tax efficiency and rebalancing. When we identify the need or opportunity to rebalance, we do so for you automatically. This helps manage your risks and your performance. There is no additional fee for this service.
College Funding
Asset Protection

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