Premier Insurance Planning in Austin & Nationwde
We help properly identify, mitigate or eliminate your financial risks through insurance
We offer proper Insurance Planning that meets your current and future needs
- Solutions utilizing various insurance strategies for all needs
- Access to the highest rated insurance carriers
- Options across innovative platforms and with multiple diversification options
- Financial Planning, Tax Planning, Business Planning and Alternative Investment options
- Austin based presence with clients worldwide
- We help businesses with Business Insurance Planning needs
- Proven customer service and unrivaled attention to detail
Decades of experience in planning to help you decide
Access mainstream and specialty Insurance products through seasoned financial professionals
We have the experience and tools to implement solutions to protect your family and wealth
Strategies include, but are not limited to Term, Whole Life, Index Universal Life, Long-Term Care, Disability, Key Man and Many other insurance types
Holistic Planning concepts to help you plan for the future
We are wealth advisors, risk management specialists, Registered Investment Advisors, and Retirement planners – we help you to access best in class products coupled with the boutique service you need to build the future you want to build. But more importantly, we deliver the expertise, research, institutional experience and support that brings you closer to your goals using proper insurance to take on appropriate risk for a more level playing field.
Insurance for Death Benefit and Estate Planning purposes
We are a a team of Premier Insurance Planning Specialists, that offers a significant portfolio of Insurance products to help with traditional Insurance Planning and for Estate Tax planning purposes. We offer products from Insurance Carriers like: Guardian Life, Mass Mutual, Minnesota Life, North American, and AIG.
Worried about Long-Term Care Insurance
Insurance can be hard to understand – it’s something that takes years of experience to learn to implement correctly. But not knowing about insurance shouldn’t stop you from exploring risk management and risk mitigation strategies for your specific planning needs. Not everyone needs every type of insurance – but engaging with an Insurance planning specialist can help you identify if mitigating the rising costs of healthcare is an appropriate strategy for your financial plan. Contact our team to help you understand Long-term Care insurance today.
Not sure why you might need Key Person Insurance or other business-specific insurance planning?
We have business strategy and planning professionals that can help you insure risk and craft a plan that can take your risk management planning to the next level. Using Insurance for business planning is a mainstream concept in just about all businesses – what may still be lacking, is the personal attention and support that implementing planning for business requires. We aim to help lead that change – we are fiduciaries and we have options that can help you, without compromise. We stand ready to help deliver personal attention and support in order to properly plan for your needs.
Insurance Products may generate a commission, and may not be actively managed in part or in whole by Strategic Capital. We are Fiduciaries and implement a stringent research and suitability study before implementing Insurance planning for clients.
Financial Planning
We are Financial Advisors that take a holistic approach to your complete financial picture. First and Foremost we are Fiduciaries, and have your best interest as our focus.
Financial Securities
We offer traditional Market offerings (stocks, bonds, mutual funds, and ETFs) to our clientele, including other, more sophisticated offerings in the public markets.
Alternative Investments
Alternative Investments can help sophisticated and accredited investors meet financial goals and hedge market disruptions. We can help you navigate prudent Alternatives.
Strategic Financial Network
We're facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines.
Meet your Advisors who specialize in Investment Management and offer prudent Insurance planning options in Austin
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
We are Strategic Advisors, but we also offer proper life Insurance, Disability and Business Insurance Planning
We are a team led by the idea of being fiduciaries – a badge we wear with pride! It means that our best interest is your best interest. A Fiduciary relationship is important because we can only recommend something that makes sense for your needs and goals. We offer a broad portfolio of Insurance Options and as a team of professionals we believe we offer a compelling experience for our clientele seeking our services.
If you need choices, attention to detail, no sales pressure, and legitimate experience across the broadest spectrum of financial services offerings in Austin – we are the Investment Management people for you. We built this for you, and you have helped us to be successful – let us help you plan for the here and now, while helping you gain clarity and potential for the future.
We offer Investment Management and Insurance Services in Austin, to the following types of clients:
Entrepreneurs & Businesses
We work with business owners, entrepreneurs and high-level employees with sizable compensation packages. From traditional planning to innovative solutions that improve capabilities – we can advise you.
Affluent Individuals and Families
We are wealth management professionals that help families and individuals that are already affluent to protect and grow wealth to continue sustainability.
Windfall Recipients
Whether you are already comfortable with wealth or experiencing large windfall amounts for the first time – we can help you keep that new windfall and protect your future.
Employer Sponsors
We work with group retirement plans and sponsored or qualified plans to ensure stakeholders can get maximum benefit from contributions, and the plan can be sustainably grown and managed for risk.
Insurance doesn't have to be hard to understand and unapproachable
Are you a Business leader, High Net Worth employee, affluent investor, recipient of a new windfall, or a decision maker for a sponsored plan? We are a skilled, experienced team of Investment Management Professionals that have a track record of impeccable client relationship services and we are focused on your best interests. We also offer Insurance planning at the highest level.
If you need Insurance Planning in Austin – we are the team.