Your Goals. Our Vision. Working TOGETHER.
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Beware of these traps that could upend your retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
Military families face unique challenges, making personal finance even more critical.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Important items to consider when purchasing condo insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.