Custom Retirement Plan Consulting for Employers in Austin
Meet our Austin based Financial Planning Company.
Smart Retirement Plans for Today’s Employers
At Strategic Capital, we help Austin-based businesses design, implement, and optimize employer-sponsored retirement plans that support workforce retention, tax efficiency, and long-term growth. Whether you’re offering benefits for the first time or upgrading an outdated plan, we help you navigate complex plan options with clarity and purpose.
From 401(k)s and profit sharing to defined benefit strategies and more, we provide a personalized, fiduciary-driven experience built to serve your employees and protect your business.
Strategic Capital has been Featured on the following Financial Media Platforms:
Frequently Asked Questions about Financial Planning
What can Strategic Capital do for my Financial Planning?
We are financial advisors and fiduciaries. We are well-versed in all aspects of creating and helping our clients to implement a sound financial plan. We have a team of people dedicated to the alternative investments, and other private market asset classes, as well as dedicated professionals to help manage navigating public markets successfully. We have a team of third-party trusted advisors that assist our clients as needed if they do not already have their own trusted advisors for the aspects we don't directly handle. Areas like specialty tax planning, legal entity and trust formation, and other ancillary, but important sophisticated endeavors that are core to the financial planning process.
We are here to ensure that the process of tying together the various aspects of your financial planning process is a streamlined one. We can help you plan within your business, to improve tax considerations, and contribute more to retirement. We can help you set and achieve financial goals, while helping you navigate regulatory and legislative changes. Strategic Capital has a network of professionals that offer world class support services and we have access to strong performers in asset building capacities, and work with some of the best-known asset allocators, and wealth management channels. Our team has been shown to be able to support asset creation, wealth building, risk management, wealth protection and transfer, and in helping our clients achieve their specific goals. But it's important to note that we also know what our limitations are, and we function first and foremost as fiduciaries - so we are always looking at what's best for your interests.
What do I need to get a Financial Plan from Strategic Capital?
We want to be as accurate as possible, so we'll need to get some basic information about your existing planning. We also need to know what your general outlook and risk tolerances are. Knowing what you are already interested in, from a goal setting perspective, will help us to ensure we can do what's necessary to improve your overall likelihood of meeting financial planning goals. We'd like to set some additional goals as needed with you, too. We generally have an intake meeting and evaluate the above aspects of your financial positioning, and get to know you, so we can serve as the best partner to help you reach your financial planning targets. We are a wealth management specialist - and we can help you manage your wealth, in the context of a prudent financial plan.
We can help you with the process when you call to schedule a financial planning meeting - our team is incredibly detailed and has a lot of these tasks already optimized to make it a breeze. When it comes to the actual real-time activities in our financial planning process, the bottom line is that we need to see where you are at, where you want to be and what exists from a current planning perspective. Then we can help you set the right goals and make the right roadmap to meet your unique goals. We're looking forward to getting to know you!
What does a traditional Financial Plan include?
Every Financial plan is unique to the individual or family that it's designed for. But there are some important aspects that every solid financial plan should include. Generally, asset accumulation, asset protection, asset transfer, tax considerations and strategic planning, are the bare minimum for a comprehensive financial plan. That said, not every situation will necessitate these things under all conditions, at the very beginning of the structuring of the financial planning process. For Entrepreneurs and business owners, we also support you with a robust set of business planning options that are crucial to improving your capacity from a financial planning perspective. Again, financial planning is a process, and at Strategic Capital, every financial planning strategy, document and roadmap is custom built for the client's unique scenario. What is very important in financial planning, is that a plan is built well enough to anticipate that some changes will be necessary in the future - and having a team that can support you in that ongoing endeavor at the highest level, is a best practice.
How often will my Financial Plan change?
Life is anything but certain. Things change constantly. But with the proper planning in place, we can help you become more able to meet specific goals, despite the different hurdles that come from day-to-day events. We try to build bespoke plans to ensure they are detailed and focused on your unique situation and outlook. But we also prioritize being flexible in planning, to ensure that as markets change, or goals move, or big life events happen, that you are able to pivot to minimally disrupt your planning progress, and get back on track to complete the roadmap we build together. Let's discuss what you want to do, and we believe that we can help you see the value in building a robust and capable financial plan.
A Retirement Strategy that Works for Your Business
Choosing a retirement plan isn’t just about checking boxes—it’s about alignment. At Strategic Capital, we begin with a deep understanding of your business model, compensation structure, and team demographics.
We help you evaluate and implement options such as:
- Traditional 401(k) and Roth 401(k)
Safe Harbor plans - Solo 401(k)s for owner-only businesses
- Defined Benefit and Cash Balance Plans
- 403(b) and 457 plans for non-profits and municipalities
- SEP and SIMPLE IRAs for small employers
- Integrated profit-sharing and bonus-based strategies
Our team handles the plan design, documentation, onboarding, and administrative support—so you can focus on running your business while delivering world-class benefits.
Not Just a Provider—A Strategic Partner
Our process doesn’t stop once your plan is live. We provide ongoing oversight and plan performance monitoring, including:
- Regulatory updates and compliance audits
- Investment lineup evaluations and benchmarking
- Employee communication and education strategy
- Fee and provider analysis
- Retirement readiness assessments for your team
Serving Growing Employers Across Austin
Whether you’re a 10-person firm or a fast-scaling company entering new markets, we understand how your retirement plan impacts hiring, retention, and culture. We help clients across Austin find the right balance between employer responsibility and employee value.
Let’s Build a Smarter Benefit Plan
Today’s employees expect more than just a paycheck. We help you meet that expectation with well-designed, fully supported retirement plans that make your business stand out.
Let’s talk about your current setup—and where you want it to go. We’ll help you get there.