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Your Goals. Our Vision. Working TOGETHER.

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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Variable Universal Life Insurance

Variable Universal Life Insurance

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Making Sense of U.S. Household Net Worth

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A look inside the U.S. government's statistics on household net worth.


Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Does Your Child Need to File an Income Tax Return?

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Countdown to College

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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

How Much Home Can I Afford?

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Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement Plan Distributions

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

Tax Management Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Agent Jane Bond is on the case, cracking the code on bonds.

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Are you ready for retirement? Here are five words you should consider.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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

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