We connect with you on your aspirations, not your ‘1099 Form’.

Austin National Financial Services offers individualized financial planning and wealth management services. We help individuals, entrepreneurs and trusts gain clarity in planning their future and keeping their finances in check. Our senior advisors, CFP practitioners and licensed assistants work together to provide financial planning, investment recommendations, and portfolio management services.

At Austin National Financial Services, our clients are treated like family — and you'll feel the same way when you meet our committed team of close knit professionals who deliver the financial advisory you deserve.

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Our Services

 

Retirement Planning

Our role is to ensure your golden years are kept golden in every way by helping you meet your financial goals and comfortably outliving your retirement fund.

 

Financial Planning

Strike that balance between your financial needs and your financial wants. We are here to walk you through your money questions and concerns whether it’s Estate Planning, Education Planning, Insurance Planning, Tax Planning or Small Business Planning.

 

Investment Management

When you choose to develop an investment strategy with us, you will ensure your money works as hard as it can — not only for your future, but your children and grandchildren's too.

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We manage assets for individuals and families, providing investment management, and financial planning services.

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Our Team

Blogs

How to Stay Invested in Volatile Markets Without Losing Sleep

Nikki Naylor |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Nikki Naylor |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...
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How Hindsight Bias Hurts Investors

Nikki Naylor |
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...