Capabilities: Client Services
We pride ourselves on being your most trusted financial resource, and providing personal service is our first priority. Earning your trust begins and ends with open conversations and consistent dialogue that helps us understand the financial—and even non-financial—needs of our clients.
Our professional team has years of experience in the process of new client account set-up, relevant financial data collection, asset transition, financial plan creation and investment management strategy. We coordinate closely with our back office processing team, develop cash management strategies to meet your liquidity needs, and facilitate contributions to your investment and retirement accounts.
The Austin National team works collectively to design financial plans, investment strategies, and portfolio monitoring. We collaborate with your CPA to ensure our plan complements your tax planning strategies, and work with and estate and family lawyers to create and maintain the appropriate vehicle for wealth transfer. This level of consistent and open collaboration delivers a complete wealth advisory solution for our clients.
Our service starts and ends with clear, concise client communications. We use many communication methods to regularly connect with clients and also encourage clients to meet face-to-face with us at least every quarter, if not more. Creating a regular meeting schedule provides the best forum to review past performance, uncover any changes to plans and objectives, and collaborate on the next steps.
Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
Additional investment advisory services offered through ANFS, Inc., a registered investment adviser not affiliated with FSC Securities Corporation.
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