Austin Wealth Specialists

The Austin Wealth Speciailists provides professional money management services to upper-level management and professional women in transition. Busy professionals place a high value in delegating their financial planning to a competent, trustworthy professional. As a women-owned business, we understand their needs and concerns.

We strive to help our clients and their families attain financial confidence by providing direction with their investments, emotional support during periods of market volatility and sensible investment strategies that help them reach their financial objectives. We will provide our clients with the quality of service available in the Christian financial services industry.

The values of the Austin Wealth Specialists reflect one thing - our dedication to you. Though investing involves risk, choosing an investment advisor shouldn't have to.  We know that our success is measured only by the success of our clients. Our dedication to client success, as shown through our unwavering commitment to the following values, is reflected in everything we do.

  • Integrity - We strive to build client relationships based upon open, honest interaction, the strict adherence to ethical business practices, and the continuous pursuit of service excellence.
     
  • Sincere and Attentive Listening - As with any successful relationship, listening is of integral importance.  We believe we serve our clients better simply by listening better.  It is our sincere desire to understand the needs of our clients; listening is the first step.
     
  • Confidential Guidance - Financial needs are often determinded by the changing needs of our clients and their families. Planning for such needs usually includes the discussion of information that is confidential or sensitive in nature. For this reason, Austin Wealth Specialists adheres to a policy of strict confidentiality.
     
  • Personal Service - We tailor not only our guidance, but also our service, to the unique needs of each client. From customized investment strategies to personalized planning and communications, Austin Wealth Specialists continuously strives to achieve a higher level of personalized service.
     
  • Sound, Conservative Investment Practices - Our goal is to identify your acceptable level of risk tolerance, and then to find a portfolio with the maximum expected return for that level of risk.


    We accept new clients on a referral basis only, from a network of accountants, attorneys, and other professionals, as well as existing clients. 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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