We are an Entrepreneur Consultant
Meet our Austin based Financial Consulting Firm for Entrepreneurs & Businesses
Entrepreneurs & Businesses can get focused consulting from Strategic Capital
Strategic Capital’s offerings for entrepreneurs & Businesses in Austin, and beyond allow you to grow at sustainable, but impressive levels, with help finding the right pathway forward in business and in financial matters. We are THE Entrepreneur’s Consultant in Austin.
Entrepreneurs & Businesses
Entrepreneurs carry many responsibilities – revenue-generating activities and taking care of your business and yourself personally. We look to identify goals and implement solutions that create efficiencies in your business and your personal life. Our team approach allows for the incorporation of expertise in many fields. From bookkeeping and tax to protection, benefits and retirement we partner internally and externally to identify your specific needs then design and coordinate planning among your team for implementation. Business changes, legislation changes, change happens and is a part of life and business; our Financial Advisors continually monitor your planning to ensure your new current path is still the most efficient path forward.
Portfolio Management, Financial Planning, Risk and Insurance services, Retirement Plans, Tax Coordination, Business Consulting, Estate Planning and many other complementary services – we do it all, with your help, your goal-setting, and your directives. You drive the vehicle, we help navigate.
Portfolio Management
Our team of advisors works with you to create investment objectives specific to your unique needs whether in the public or private sector of investments. Our private alternatives analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternatives analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity identified by our proprietary artificial intelligence, Newton. Using these strategies we can better identify trends in the private and public markets to further enhance your portfolio’s objectives.
Financial Planning
Our advisors specialize in architecting solutions driven to accomplish your goals – now and in the future. We comprehensively analyze your current financial situation in multiple areas of finance such as investments, taxes, savings, retirement, estate coordination, insurance and more at both the personal and respective business levels. Your current financial outlook and any previous planning help us identify your current path and enable us to identify and correct any shortcomings resulting in a newly created recommended path moving forward with a greater likelihood of success. Our goal is to find efficiencies in your current strategies to increase your probability of success now and in retirement.
- Current Plan vs. Recommended Plan
- Investment Management
- Wealth transfer
- Estate Planning
- Risk Management and Insurance Solutions
- Retirement Plans
- Tax Coordination
Risk And Insurance
As an entrepreneur, your business starts with you. What would happen to your business if something adverse were to happen to you? Risk mitigation or elimination and ensuring that your business never skips a beat in your absence are crucial to the success of your business and yourself financially. Need closing statement
- Disability Insurance
- Key Man Insurance
- Business Overhead Insurance
- Personal Liability Insurance
Retirement Plans
Implementing a retirement plan is a great way to take care of your future self and also provide benefit to you and your business in real time. There are many solutions that exist that can accomplish many different financial objectives. From plans that can provide much larger contributions and tax deductions than that of your typical 401(k) to plans that can provide additional advantages such as death benefits, our team of financial advisors works to coordinate the most efficient plan possible to accomplish all of your entrepreneurial needs.
- SEP IRA
- 401(k)/Profit Share
- Defined Benefit
- Cash Balance
- Fully Insured Plans
- Executive Bonus
- And more
Tax Coordination
THE + IRS = THEIRS! Without a comprehensive plan encompassing tax strategies, you may be paying more taxes than needed. Our process involves working with your current tax team to help lower your tax bill by coordinating savings strategies to help reduce liabilities now and in the future. If you do not currently work with a tax team, our network of CPAs specialize in helping you, as an entrepreneur, to use the tax code to your advantage and benefit. Education is the key to empowerment!
Business Consulting
Being an entrepreneur requires you to wear many hats and consume many responsibilities apart from the revenue generating activities in which you excel. Whether evaluating tools to catalyze success or implementing solutions to stay current with government regulation, our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using your Strategic Capital Network, we are able to provide solutions for almost all of your business needs.
Meet your Business Consulting team 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.
Entrepreneur Consultant
Entrepreneur Consultant, Strategic Business Advisor, Financial Management Team, Wealth Managers – what can we say – we like wearing a lot of hats. We couldn’t evaluate and consult on our client’s needs if we weren’t first and foremost fiduciaries. We need your trust, your intel, your help in setting goals, so that we can be the driving force behind the roadmap that can help you get to where you want to be. it’s a partnership – a relationship we hold in the highest regard. Our Business and Entrepreneurial clients help us to reach for more, continuously. We want to help you achieve what you’re reaching for.