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.

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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.

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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.

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Begin With a Financial Dream
Plan Your Financial Freedom

Plan

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:

Lifestyle Goals

Lifestyle Goals

Health Care Costs

Travel & Leisure

Second Home & Home Improvement

Cars/Boats/RVs

Start a Business

Spending Plan

Spending Plan

Income Sources

Emergency Funding

One-Time & Large Expenses

Debt Management

Expenses & Budgeting

Lines of Credit

Risk Analysis

Risk Analysis

Existing Policies & Benefits Review

Incapacity

Disability Income Planning

Life Insurance Needs Analysis

Long-Term Care Planning

Investment Strategies

Investment Strategies

Review of Portfolio

Asset Allocation

Risk Assessment & Investment Time Horizon

Withdrawal Stages

Stock Concentration

Dollar-Cost Averaging

Retirement Strategies

Retirement Strategies

Retirement Goal Setting

Social Security & Medicare

IRA & Roth IRA Contributions & Conversions

RMD & Withdrawal Strategies

Employer or Self-Employed Plans

Annuities & Pensions

Tax Strategies

Tax Strategies

Tax-Efficient Strategies

Review Cost-Basis

Review Potential Gains & Losses

Tax-Loss Harvesting

Deductions & Credits

Potential Roth Conversions

Estate Charitable Giving

Estate & Charitable Giving

Charitable Intent

Will

Power of Attorney

Living Will

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

Family & Loved Ones

Gifting

Education Planning

Wedding or First Home for Children

Providing Care for Parents, Others

Roth IRAs & Multi-Generational Planning

Enjoy

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.

Enjoy Financial Freedom
Share Your Wealth

Share

Whether you know it or not, you have made an impact on the world, and we are here to help you further plan that legacy. We work to help each of our clients live purposefully and find ways to give back. Together, we will explore the people and causes you love and create a plan to leave a lasting mark. We will go over questions like:

  • What mark do you want to leave on the world?
  • Who are the most important people in your life?
  • What values would you like to pass on?
  • Who do you feel does meaningful work that you want to support?
  • How do you want to support these people and causes?

After we have explored your giving goals, we can adjust your financial planning strategy to help you support the causes, people, and places you love.

Sharing is an important part of our mission to live with purpose, too!

Here are some of the organizations that we engage with and support:

Friedens Community Ministries
Heifer
Hope Center Logo
Streetlife Communities
Project Return
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This communication is strictly intended for individuals residing in the states of AL, 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.