It’s Your Story
We start by getting to know you and your story. We want to understand your dreams and goals, and to help you identify which goals need some specific financial planning. We will help you evaluate all of your options and then we’ll work together to map out a personalized plan, specifically designed to help you get there.
It’s Your Path
At Augustine Financial, our goal is to work with you as life unfolds and to help you enjoy your journey. Market changes and life events happen. We are here to help you navigate through them.
Let’s Plan It Together
We will work together to map out a personalized plan to help give you confidence and live your best life.
Our Planning Process
Discovery
Tell your story
Take inventory
Map out the plan
Solutions
Take action
Adjust as needed
Create a timeline
Confidence
Live well
Share & give back
Be an advocate
Finding the Right Combination of Services and Products to Build Financial Confidence
At Augustine Financial, we offer a number of financial planning and investing services to ensure we can tailor the right plan for each of our clients. We do not believe in a one-size-fit-all approach to financial solutions and make it our goal to have a deep understanding of several financial strategies and products to help you plan with confidence, enjoy the journey, and share and give back.
Together, we’ll review your unique situation and life goals, exploring where you are at, where you want to be, and what you’re currently doing to get there. We’ll discuss things like your:
- Personal & life goals
- Travel & leisure goals
- Hobbies & interests
- Net worth
- Family structure including children, grandchildren, and other dependents
- Cash flow and income sources
- Risk profile
- Work benefits
- Your retirement vision
Then we’ll identify what strategies we can apply to help you achieve your goals. These services and financial products can include:
- Investment & savings strategies
- Tax efficiency & analysis
- Education planning
- Mortgage/debt analysis
- Retirement income planning
- Lifestyle planning
- Social security analysis
- Health insurance in retirement
- RMD’s
- Inheritance
- Special situations or projects
- Account titling & beneficiary review
- Estate planning
- Insurance/risk review
- Current & future giving planning
- Business planning & analysis
- Career transition planning & coaching
- ESG/SRI (Socially responsible investing)
- Life insurance
- Long-term care insurance
We take a goals-based approach to planning and will help adapt your plan to meet the challenges of unforeseeable life events.
Let’s connect and discover what you need to plan, enjoy, and share!
Brookfield Office
West Bend Office
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Form CRS: Client Relationship Summary
