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Reap Financial

(24)

Options
Seminar
Managing

“Chris Heerlein (Managing Partner) and Mariah Holmes (Client Services Specialist for our account) have provided excellent service and better than market returns over the 6 months that Reap has been managing our retirement assets.”

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Strategic Capital - Wealth Management Austin

(30)

Alternative Investments, Strategic Capital Network, Financial Planning

“I oftentimes get overwhelmed with financial conversations and Adam helped me get through some of the trickier or more confusing parts and I felt great afterwards and very comfortable with how to allocate my money.”

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Insogna CPA

(29)

Questions
Efficient
Small Business

“Uses great technology to make the filing easy and I have full trust in his knowledge and professional practice and would recommend Chase's practice to anyone.”

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Austin Tax & Bookkeeping Services, Enrolled Agents

(3)

“This company has always been there for me with every question I have along the journey of my growing business.”

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Maxwell Locke & Ritter

(1)

Transaction Advisory, IT Security & Compliance, Audit

“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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Capstar Financial

(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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Rocket Dollar

(18)

LLC
Fee
IRA

“I've done tons of research into self-directed retirement accounts and there was absolutely nobody who could deliver as much as Rocket Dollar did for as little as the flat monthly fee they charge.”

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Strategic Investment Management

(1)

“Known Roger Brooks for decades.”

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Lucien, Stirling & Gray Advisory Group

Asset Management, Philanthropy and Planned Giving, Retirement Planning

“When you work with Lucien, Stirling & Gray Advisory Group, Inc, you get a whole team of experienced pros, no matter where your needs take you. As you'll see from our bios, many of us have worked together for years. We trust each other, and our client...”

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Austin Divorce Planners

(6)

Child Support Calculation, Divorce Loans, Spousal Support Calculation

“In addition I can also vouch for Keith's knowledge of the law, and expertise when it comes to his ability to provide the services for which he is so retained, and the fiduciary responsibilities that he assumes on behalf of his client”

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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Williamson Advisors

(12)

Tax Services, Services For Quickbooks, Business Owner & Partner Services

“I stand by the belief that trust is earned both through demonstrating good character as well as competence, and Nancy holds both of those important characteristics.”

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Weinheimer Wealth Management

“We are strategic risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our seasoned investment managers follow sophisticated and disciplined strategies to help you build your wealth while car...”

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John S Craite, CPA

(7)

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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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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Epiphany Service Co.

Tax Services, Services For Quickbooks, Services For Individuals

“Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customer...”

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The Art of Finance

(12)

Family
Budget
Team

“Initially my wife and I were hesitant about approaching a financial planner because we have atypical jobs and motivations that don't fit the typical mold, and we just didn't think anyone would "get it".”

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Austinwealthspecialists.com

(2)

“He has also provided me with several business referrals that have worked out very well.”

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Sage Settlement Consulting

(2)

Non-Qualified Structured Settlements, Lien Resolution, Attorney Fee Deferral Strategies

“Claudine Homolash provides excellent advice and options for lawyers and their clients when considering the benefits of her services for structured settlements and attorney fees.”

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Innp Valuation & Forensics

(6)

Valuation

“Anastasia takes a thorough and sweeping approach towards business valuation with an eye towards accuracy ensuring that action taking part on her evaluation passes due diligence and scrutiny to any level.”

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International Business Exchange

(9)

Sell

“We especially would like to recognize our Broker Russ Goforth for all of his determination, eye for details and never making us feel that we were not a priority.”

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Senior Resource Center

(9)

Long-Term Care, Estate & Legacy Planning, Retirement Income 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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Pioneer Senior Solutions

(23)

Father
Questions
Documents

“I am so thankful I stumbled across their business - if you have any questions about how to help a loved one apply for Medicaid, I strongly recommend to set up a consultation with Pioneer.”

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Nest Financial

(9)

Investment Management, Educational Resources, Financial Planning

“And with the current team at NEST with Dan, Gloria and Sean and the work they have done to become associated with Folio, it seems like they are headed for even bigger and better things in the future.”

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Birdrock Asset Management

(8)

Asset Management, Retirement Planning, Investment Strategy

“I've been with Bird Rock Asset Management just short of 10 years now, and thought it was time (as they say "Step up to the Plate") to let others know how satisfied I am with this investment firm.”

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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

Strategic Capital - Wealth Management Austin

Insogna CPA

Austin Tax & Bookkeeping Services, Enrolled Agents

Maxwell Locke & Ritter

Capstar Financial

Rocket Dollar

Strategic Investment Management

Lucien, Stirling & Gray Advisory Group

Austin Divorce Planners

Williamson Advisors

Weinheimer Wealth Management

John S Craite, CPA

Southwest Business Consultants

Epiphany Service Co.

The Art of Finance

Austinwealthspecialists.com

Sage Settlement Consulting

Innp Valuation & Forensics

International Business Exchange

Senior Resource Center

Pioneer Senior Solutions

Nest Financial

Birdrock Asset Management

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