Attend a Retirement Class

After this class, you’ll have the knowledge, tools and roadmap you need to increase confidence for your future and plan for the retirement you’ve always dreamed of.

Talk to an Advisor

Our process is personalized to help meet your unique financial goals. One of our professionals will take you through our customized process, answering all of your questions along the way.

Our Planning Process

Discover

We will discover what you want your retirement to look like and begin our proprietary financial audit.

Evaluate

We will review and examine your current tax & financial situation to determine if we can add value.

Plan

Receive a custom 3-Dimensional plan focusing on Taxes, Income, Retirement, Health & Estate Planning.

We’ve Got You Covered

Austin First Financial was founded in September 1997 by current president Scott Campbell. He founded the company to provide information and guidance to clients designed to help them optimize retirement. Austin First Financial is committed to serving Austin’s vibrant community, potentially boosting client financial performance and keeping up-to-date with the newest trends in wealth management. We look at your personal situation, income requirements, risk tolerance, long-term care needs, legacy and charitable wishes. From there, we create a plan for you to work toward your financial and retirement goals. You come to us with a lifetime of investments and savings, so you deserve the ideal level of service and our goal is to provide that to you. Our process balances insightful financial knowledge and key financial planning advice with top-notch client communication.

Adult Education Classes

Retire confidently with our retirement training

Scott has been an instructor for Adult Education classes in Austin since 2007. Classes are typically held at The University of Texas through their Informal Classes program, or in the Arboretum area.

    Classes Available Include:

  • Boomer Retirement Course: The Rules Have Changed
  • College Funding & Planning w/o Going Broke
  • Investment Analysis: Take a Close Look at What Your Investments are Doing
  • IRAs & 401(k)s: Eliminating Mistakes
  • Key Ages in Retirement: Ways to Prosper by Knowing Important Dates & Timelines
  • Optimizing Social Security
  • Evidence-Based Investing
  • Annuities on Trial
  • Pensions Have Become Extinct: How to Create Your Own
  • Evidence-Based Retirement Planning

Blog

Our blog can help you stay informed on current events.

White Papers

Our white papers can be a great source of information on several retirement planning topics.