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.

Learn More About Us

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.

Learn More

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

Get in Touch

Our Team

Blogs

One Economy, Two Realities: Understanding Today's Economic Divide

Nikki Naylor |
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...

What Recent Inflation Signals Mean for Financial Planning

Nikki Naylor |
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...

Overlooked Retirement Expenses (And How to Plan for Them)

Nikki Naylor |
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...