Begin with a Dream That is Uniquely Yours
Find your path. Enjoy the journey. Give back.
At Augustine Financial, we center our financial planning services around you, your goals, and your legacy. Over the years, we have developed a unique approach to financial planning that we sum up in three key phases:
Plan with confidence
It’s been said that if you don’t know where you’re going, any road will get you there. We like to begin with a plan that is uniquely yours. We ask the right questions to help you find your path, enjoy the journey, and give back. We’re on this journey with you, every step of the way, navigating through life’s many changes.
Enjoy the journey
Life in retirement is changing. Success is subjective. Whether you want adventure, community, a new place to call home, or increased peace of mind, we can help you manage your plan so you can live in the moment, purposefully and with joy.
Share and give back
Build a legacy that lasts. We encourage those who have the desire, and the means to do so, to give back. We’re passionate about helping individuals, couples, families, and businesses have a greater impact on their communities and future generations.
We begin with helping you identify where you are and where you are headed. As we build a custom financial plan to work toward your needs, we will also determine a fee arrangement that fits your unique situation. We want you to feel confident in the value we are adding to your plan.
Starting with a Strong Foundation
While every financial plan we develop is unique, we like to start off with a strong foundation to help educate you on your options and build confidence in your financial future.
Your Financial Plan Can Include:
Health Care Costs
Travel & Leisure
Second Home & Home Improvement
Start a Business
One-Time & Large Expenses
Expenses & Budgeting
Lines of Credit
Existing Policies & Benefits Review
Disability Income Planning
Life Insurance Needs Analysis
Long-Term Care Planning
Review of Portfolio
Risk Assessment & Investment Time Horizon
Retirement Goal Setting
Social Security & Medicare
IRA & Roth IRA Contributions & Conversions
RMD & Withdrawal Strategies
Employer or Self-Employed Plans
Annuities & Pensions
Review Potential Gains & Losses
Deductions & Credits
Potential Roth Conversions
Estate & Charitable Giving
Power of Attorney
Health Care Directives
Trusts & Taxes
*Augustine Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Family & Loved Ones
Wedding or First Home for Children
Providing Care for Parents, Others
Roth IRAs & Multi-Generational Planning
You have worked hard for what you have, and you deserve to enjoy it by experiencing places, relationships, and giving that help you live purposefully and joyfully. When we work together to develop your plan, we will go over your personal goals and ask questions like:
- What are you passionate about?
- Who depends on you?
- How do you want to make an impact with your wealth?
- How will you pursue your dreams?
- What dreams have you not acted on yet?
- What do you need to make them come true?
Once we identify how you want to enjoy your much-earned leisure time, we’ll tailor a plan to help you get there.