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

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Nikki Naylor |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...

5 Damaging Myths About Money Talks & the Facts Behind Them

Nikki Naylor |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
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7 Milestones At Age 50 & Above

Nikki Naylor |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...