Are you looking for a financial planner in the Austin area? It’s important to find a good fit as soon as you enter the work force (yes that means when you’re in your twenties). Planning and drawing a road map for your financial independence needs to be a top priority. Life gets in the way and many haven’t taken the necessary steps to insure retirement but it’s better late than never to make a plan.
Financial planning/investment management is an industry in which the professional that you work with makes all the difference in the world for your ultimate success. Marie Freemyer and Scott Brischke, co-owners of True Financial Group, have built their business by truly serving the best interests of their clients. As an independent Registered Investment Advisory (RIA) firm, True Financial Group not only avoids potential conflicts of interest, they are also fiduciaries that have pledged to make their clients’ interests their top priority. Isn’t that who you would want to handle your investments?
Marie and Scott focus exclusively on advice-based financial planning and investment management. So when you work with True Financial Group, there isn’t any type of product sales involved. This is a very refreshing way to deliver financial advice!
True Financial Group serves over 400 households and continues to grow primarily through referrals and word of mouth. Most of their clients are in the Austin and surrounding areas, but they also have clients in more than 15 states. “While we love meeting with clients in our office, we are also very comfortable conducting virtual meetings with folks that prefer that method,” says Marie Freemyer.
Scott and Marie help clients achieve their goals by taking them through a financial planning process that is tailored to each individual’s situation and needs. Whether you’re just starting out, on the cusp of retirement, or somewhere in between, True Financial Group can provide valuable guidance!
As always, what’s going on in Austin, real estate information and referring outstanding businesses is brought to you as a courtesy by Dorie Dillard Coldwell Banker United, your NW Austin Real Estate Consultant.
If you’re a NW Austin property owner interested in knowing current market trends...reach out to me at 512-346-1799 or firstname.lastname@example.org Let’s talk! I’m happy to provide you with data to make an informed decision whether buying, selling or both. I live work and play in NW Austin and have been helping serve clients with their real estate choices for 26 years!