At Austin National Financial Services, we implement behavioral finance — an approach to understanding people’s financial behaviors that relies not just on their income, assets and debts but also their habits, emotions and desires.

We spend time getting to know you so we can help guide your money where it needs to go in order to fulfill your happiness…and not just to meet financial obligations alone.

Retirement Planning

If you ever find yourself asking:

  • Do I have enough savings to retire?
  • Can I still support my family when I stop working?
  • Can I afford to live a comfortable, enjoyable and meaningful life in retirement?

…We’re here to help you. Here at Austin National Financial Services, we’ll work with you to:

  • Develop a solid cash flow plan for spending in retirement
  • Review and ensure income sources throughout retirement (including investments, pensions, benefits)
  • Identify optimal strategies that withstand inflation and market volatility
  • Continually monitor and review your overall retirement plan to accommodate for any issues or change of circumstances

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Financial Planning

Life will naturally take us through many different stages, sometimes unexpectedly. Whether you are:

  • Planning for college
  • Getting married or divorced
  • Building a business or selling one
  • Starting a family
  • Advancing in your career
  • Planning your estates to leave a legacy behind

…We can help you enter each transition with ease, and feel secure about what’s to come. Our financial planning services include:

  • Cash Flow Management
  • Tax Planning Strategies
  • Small Business Planning
  • Education Planning
  • Estate Planning
  • Maximizing Pensions And Government Benefits
  • Strategic Investment Strategies
  • Healthcare And Insurance Planning

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Investment Management

Ever found yourself wondering:

  • Are my investments sufficiently diversified?
  • How do I protect my investments from market volatility?
  • Can my investments pay for my desired lifestyle?
  • How do I make my money last not just for the next few years, but for decades to come?

When it comes to investing, there are no guarantees. But here at Austin National, our financial advisors can provide you with expert guidance and help you on your path towards financial security, fulfillment and the life you deserve. We’ll help you by:

  • Reviewing your current investments and identifying your risk profile
  • Proposing an investment strategy and portfolio aligned with your interests
  • Monitoring your investments to make sure they’re on track
  • Regularly scheduling review meetings to make adjustments accordingly

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Our Process


Introductory call to understand your current situation & needs


Review your current financial data while identifying investment profile & goals


Develop a plan & investment strategy that aligns with your profile & goals


Implementation & monitoring with performance reports and quarterly planning reviews to stay on the right track