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Volatile markets. New tax laws. Retirement savings and rollover options. Term insurance or whole life? How can I better manage my spending habits? Teaming up with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.

Some jobs are too important and too complicated to handle all by yourself -- would you put a new roof on your house, rebuild your car's engine, buy or sell a home, or remodel your kitchen without help from a professional? Planning for the financial security of you and your loved ones is an important job too, and can benefit from the assistance of a professional. Today’s tax laws are so complex that filing even a relatively simple tax return can be confusing. That’s why millions of taxpayers utilize tax professionals to prepare and electronically file their tax returns. Nationally, over 75% of taxpayers believe they benefited from using a professional tax preparer.

Our goal at Austin Financial Strategies, is to work collaboratively with you to develop a gameplan that may assist you in your ability to address important financial decisions that you're faced with. We’ll address your concerns and answer all of your questions with professional, fast, and friendly service – the way it’s meant to be! We make customer service our top priority, so when you’re looking for a tax preparer or financial services professional, Austin Financial Strategies is your best choice.

In addition to tax related matters, if you have questions about retirement rollover or savings options*, understanding how different types of life insurance work, how to run your small business more efficiently and track your cash flow, or how to take advantage of tax deductions and credits that you're entitled to, we're here to help because while income taxes are not the only financial concern you have, they certainly impact every other aspect of your financial life.

Use the widget on this page to subscribe to our complimentary newsletter on current economic times or to email us with any questions that come to mind. We'd love to hear from you! To receive a quote on life insurance coverage for yourself or a loved one CLICK HERE.

* Investment services are offered by Gene Austin through his affiliation with HDVest.

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Crowdfunding—Capital for the 21st Century

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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How federal estate taxes work, plus estate management documents and tactics.

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The importance of life insurance, how it works, and how much coverage you need.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Suddenly Single: 3 Steps to Take Now

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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