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Reap Financial

(49)

Relationship Management, Stress Test, VFO | Virtual Family Office

“Huge thanks to Amy Munley for working out of the details in transferring some assets over and so that REAP could manage these new assets and continue to take care of the the rest of our portfolio.”

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Miller, Ross & Goldman Commercial Debt Collection Agency

(50)

Payment
Partner
Results

“Mike and the people at Miller, Ross, and Goldman are always a joy to work with and are more than willing to go above and beyond to make sure that you understand the process that they are going through and where everything is at at a particular point ...”

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Strategic Capital - Wealth Management Austin

(49)

Alternative Investments, Strategic Capital Network, Financial Planning

“Chris's expertise extends beyond just managing our money; he also helped us secure life and disability insurance, something we previously overlooked but now understand the critical importance of.”

Featured

TEXAS FIVE-STAR WEALTH MANANGER WINNER. Highest in service and client satisfaction. "I HELP PEOPLE CREATE THEIR DREAMS THROUGH FINANCIAL PLANNING." After beginning my career in a business built on selling products, I discovered that most of the financial planning industry is built on a broken model. Advisors inside of most companies are required to focus on strategies that make the most money for the business. It’s harder to help clients with what they truly need when your boss is constantly focused on selling them products. So, I joined a group of advisors who had the same struggle. We formed Strategic Capital around our values. And this is how I now deliver a range of financial expertise and strategies, tailored to the individual needs of clients like you. I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you and your family.

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Mikella Maughan, CPA

(36)

Taxes, Quickbooks, Bookkeeping

“Mikella has not only made it to where I have felt seen and heard for my Tax needs, she has helped me get motivated to educate myself to have better book keeping and I have just felt supported through the whole process.”

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Insogna CPA

(47)

Fractional CFO, Automated Bookkeeping, Payroll

“The representation demonstrated a deep understanding of the complex financial matters and was able to communicate them in a clear and concise manner that was easy for me and my team to grasp here at Airtech Consultants.”

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49 Financial

(47)

The Future
Relationship
Values

“Connor Bradley and Dean Dillenberg were phenomenal hosts to me through out my interview process and I look forward to doing business with them in the future.”

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Capital Budget Strategies

(43)

Dollar and Sense Lectures, Money Map, Premier Money

“Charles will not only give you ample time to speak with him regarding your situation (3+ hours - WOW total steal), he will help to break the situation down, find where your money is going and walk you through a plan that fits your needs.”

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Retirement Planners of America

(34)

Management
Questions
Feel

“With all the turmoil going on with the stock market and uncertain financial future, it is nice to feel that my retirement funds are closely managed so I don't have to worry about it.”

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Weinheimer Wealth Management

Estate Planning, Tax Planning, Financial Planning

“Crystal is a Florida native who started her financial services career in 1999. With over 22 years of diverse experience, Crystal worked as an Operations Manager for a broker-dealer in California, a Financial Services Rep for the Bank of Hawaii, and l...”

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Capstar Financial Services

(3)

“Most importantly, I really feel I can trust them in this fiduciary relationship, and Suzette's financial decisions have been very successful in growing my financial net worth as I enter retirement.”

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Quickbooks Tutor

(3)

Quickbooks Classes, Bookkeeping & Tax Services

“He helps you run your business better by maximizing features such as budgeting and estimating, which is a real benefit and not something all bookkeepers offer.”

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Austin Divorce Planners

(11)

Child Supoort Calculation, Divorce Loans, Spousal Support Calculation

“Keith's role as a Certified Divorce Financial Planner, helped me to evaluate the financial arrangements my husband's attorney was proposing; and feel confident I would be able to support myself and pursue my new divorced life.”

FAQs

Will I be able to receive maintenance payments?

Court-ordered support is limited in Texas; however, you may be able to negotiate contractual alimony exceeding Texas guidelines. You will have to illustrate a projected post-divorce budget that demonstrates your monetary needs. The divorce financial analyst can assist in the preparation of this budget. Often the higher earning spouse receives more assets as an offset in exchange for providing alimony.

Do I have to split my pension?

The portion of your pension which was earned before your marriage is not subject to division; however, the portion accrued during your marriage is community property in the state of Texas. It may be possible to keep the pension undivided by having its value offset with other assets. Division of the pension can be accomplished with a Qualified Domestic Relations Order (see further explanation below). Your Certified Divorce Financial Analyst can value the pension, if no value is provided by the company.

Do I need an attorney?

An attorney may be used as a consultant incurring an hourly charge. This allows the divorcing individuals to gather financial data, enlist the services of a divorce financial analyst and arrive at a settlement through a mediator. An attorney is not required to be involved in all aspects of the case. For an attorney to handle all issues of the divorce is very, very expensive. And frequently, the attorney actually instigates a battle in order to keep fees coming in.

How do I know which assets are best to keep?

Not all assets are created equal. Some assets may have a more positive effect on your financial future. Retirement accounts and other financial assets usually continue to appreciate in value and provide income for retirement. Certain assets require more financial outlay for maintenance, such as a home and automobile. Capital gains should be calculated on invested assets and real estate, with an adjustment made to the division of assets.

Are there different ways to get divorced in Texas?

All methods of divorcing result in the divorce agreement and the court decree. However, the methods of getting to these documents can vary drastically. There is no rule that an attorney must control every facet of a divorce.

More answers can be found on the FAQ page of our website.

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Ameen & Momin CPA

(8)

Tax Services, Quickbooks Services, Services For Individuals

“Not only do they ensure our accounting is accurate, but they also help us interpret our financial data, providing valuable insights to improve our financial performance.”

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Williamson Advisors

(11)

Tax Preparation, What Is Profit First?, Monthly Accounting

“She has been my CPA and advisor for both my personal taxes and two different small businesses and I have never had an occasion to question the work or the relationship.”

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Southwest Business Consultants

(1)

Contractors, Watercraft, Motorcycle

“The former filed things incorrectly, and the latter could never make himself available for Zoom or phone meetings to go over things.”

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John S Craite, CPA

(9)

Tax Services, Quickbooks Services, Services For Individuals

“He is always very prompt in communications, knowledgeable about all the different tax areas I worked with him on, and has reliably provided services and guidance that kept more money in my pocket than I expected while also ensuring I was staying in t...”

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Strategic Investment Management

(1)

“Positive Responsiveness, Quality, Professionalism, Value”

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Maxwell Locke & Ritter

(1)

“I've been attending meetings with them and referring clients to them for more than 10 years and it's my impression that the partners and staff make every effort to do a top-notch job for every client.”

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Senior Resource Center

(13)

Estate & Legacy Planning, Tax Planning, Retirement Planning

“The advice offered was spot on, allowed us to get the accomodations needed for our loved one, and allowed us to handle her estate in such a way as to ensure quality of care for her for the rest of her life while providing $$ for final arrangements an...”

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Beck Capital Management

(6)

“I like the time investment Beck Capital puts in researching each product in my portfolio.”

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Echelon Financial

(12)

Tax Preparation, Bookkeeping, Wealth Management

“He also holds our Wills and understands our wishes for our son should something happen to us, and that is a huge piece of mind to know that Chris will make sure that he is taken care of.”

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Lucien, Stirling & Gray Advisory Group

Asset Management, Philanthropy and Planned Giving, Retirement Planning

“Our financial lives are full of changes—some pleasant, and some not so much. Marriage, divorce, children, grandchildren, career changes, inheritance, retirement, and death—all of these will impact your financial needs and choices. Having a trusted fi...”

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Rocket Dollar

(16)

Fee
Questions
Self-Directed Ira

“Unlike other self-directed IR As which charges a custodian fee for EACH asset, Rocket Dollar only charges a low monthly fee regardless of the number or types of asset you hold.”

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The Garrett Law Firm

(16)

Guardianship
Government
Estate

“Over Zoom, she very clearly explained what the process in Texas would be if there was a will or if there wasn't, and provided very clear fact sheets describing every step of the process for me to refer to as needed.”

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Average Cost	$3740
Minimum cost	$1247
Maximum cost	$10596
Avg Per Hour Rates	$374

Best Financial Advisors in Austin, TX

The highest-rated Financial Planning & Wealth Management companies out of 174 vetted & reviewed in the Austin area.

Reap Financial

Miller, Ross & Goldman Commercial Debt Collection Agency

Strategic Capital - Wealth Management Austin

Mikella Maughan, CPA

Insogna CPA

49 Financial

Capital Budget Strategies

Retirement Planners of America

Weinheimer Wealth Management

Capstar Financial Services

Quickbooks Tutor

Austin Divorce Planners

Ameen & Momin CPA

Williamson Advisors

Southwest Business Consultants

John S Craite, CPA

Strategic Investment Management

Maxwell Locke & Ritter

Senior Resource Center

Beck Capital Management

Echelon Financial

Lucien, Stirling & Gray Advisory Group

Rocket Dollar

The Garrett Law Firm

Retirement Planning and Investment Management Services in Austin, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Austin

Popular in Austin