Investment Planning
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for” – Robert Kiyosaki
Our Investment Philosophy & Investment Best Practices
Our Investment Philosophy & Investment Services Best Practices
Planning is a map, and your investments are the vehicle. At Austin First Financial, our investment advisors base their long-term prudent strategy on years of research. Our asset management services utilize data backed by the science of capital markets. Decades of time tested research help guide the way to your financial well-being.
Investment Portfolio Asset Allocation
Modern finance illustrates that an investor’s asset allocation is the major determinant in reaching the long-term goals they desire. Austin First Financial’s asset managers use a variety of technical investing data to structure and execute financial services designed to create well-structured portfolios.
Portfolio Rebalancing Services
Even the best-designed portfolio needs attention. A carefully constructed asset allocation will drift due to varying performances without constant attention as investment vehicles are susceptible to natural market fluctuation. That’s why the Austin First Financial investment advisor team will examine every portfolio on a daily basis – to identify potential opportunities for tax efficiency and rebalancing. You deserve financial advisors that are attentive, and our investment management team always has their finger on the market’s pulse.
Fixed Rates
Fixed rates can play a key role in generating income in retirement. At Austin First Financial, one of our goals is to help ensure that our clients receive competitive rates, so that they may better meet their individual retirement goals.