Take Control of Your Journey
There are no shortcuts to any place worth going
Are you ready to get organized and see real progress towards meeting your goals?
Do you want to use your money and time to benefit your loved ones and others?
Do you want to make the best financial decisions to live a purposeful and fulfilled life?
Do you recognize that while money is important, it’s not the most important thing in life?
If these questions resonate with you, we’re going to be a great fit!
Learn more about our approach and our experienced team of financial advisors, assistants, and client coordinators to see if our services are right for you.
You Are Our First Priority
Financial planning designed for you
At Augustine Financial, we put your interests first. Because we are not limited to investment products offered by a specific firm, we can offer you a wide array of investment tools and solutions to meet your unique goals. Our advice is impartial and objective.
Our Value to You
Comprehensive planning services that add value
We begin with helping you identify where you are and where you are headed. As we build a custom financial plan to meet 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.
Our RIA-Broker/Dealer
Financial planning services free from bias
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us better serve our clients. Commonwealth is independently owned and managed, allowing us to act in your best interest, not the interests of shareholders.
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
