Wealth Management - Austin - FAQ's

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!

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.

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.

We can be part of your total planning structure. We aren't tax specialists, but we are fiduciaries with a significant amount of planning experience and tax understanding. Our position is that taxes are an ever-present variable in your financial picture, and should be considered at all levels along the way. Our insights from clients we work with, years of experience, and the team members we work with, allow us to interface with dedicated tax professionals as needed, to recommend optimal structures and planning and help you put those things in place to receive a net benefit from optimizing your tax exposure. We have worked with many clients as Entrepreneur Consultants to help put advanced tax strategies in place to help build and protect wealth, while optimizing the outlay of taxes. 

There are a lot of ways to plan for income increases that are favorable to you as the taxpayer. Every situation is nuanced and needs to be custom-tailored to you and your business. There are simple ways to plan for a more secure retirement using large profitable years to improve your planning. There are also a lot of sophisticated ways to utilize large increases in income. But we don't know what's possible until we evaluate the unique position you're in. We can interface with your existing team of trusted advisors, or help you build that team, depending on what you want to accomplish. Bottom line: We have tooling and planning in place that can help you benefit the most from efficient use of improved profits in your business, from pension planning, to risk management, to business investment. We're looking forward to seeing how we can help you grow - come and meet our Entrepreneur Consultants.