Need a financial planner in Austin? Check out True Financial Group!

By
Real Estate Agent with Coldwell Banker United Realtors® ~ 512.750.6899
https://activerain.com/droplet/5fvC

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!

Phone: 512-649-2383

Email: team@truefg.com

Website: www.truefg.com

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 dillard@reloaustin.com 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!

 

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Topic:
Lending / Financial
Location:
Texas Travis County Austin
Groups:
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All Thing's Texas
HAPPY AT ACTIVERAIN
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Tags:
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dorie dillard
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scott brischke
true financial group

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Ambassador
3,983,177
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

I know they appreciate your shout out and referrals. Word of mouth is the best way to get business.

Sep 28, 2018 06:27 PM #1
Rainmaker
3,209,278
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Dorrie indeed it has to be a good fit,  financial planners must be intuitive and be on the same page, great shout out, Endre

Sep 28, 2018 11:56 PM #2
Rainmaker
433,582
Kristine Ginsberg
Elite Staging and Redesign, LLC - Short Hills, NJ
NJ Home Stager

Hi Dori - True Financial lives up to its name, making their top priority to serve their clients. Another very beneficial referral! Enjoy your day! 

Sep 29, 2018 03:14 AM #3
Rainmaker
3,830,537
Dorie Dillard CRS GRI ABR
Coldwell Banker United Realtors® ~ 512.750.6899 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Good morning Debbie Reynolds: I agree with you word of mouth is the best source of referrals. They are a growing force in their industry because of their people skills, education, experience and true desire to serve others.

Hi Endre Barath, Jr. : You are right..a good fit is so important to develop trust!

Sep 29, 2018 04:29 AM #4
Rainmaker
3,830,537
Dorie Dillard CRS GRI ABR
Coldwell Banker United Realtors® ~ 512.750.6899 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Hi Kristine Ginsberg : You are right..that has to be the top priority!

Sep 29, 2018 04:29 AM #5
Rainmaker
1,943,067
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Good morning Dorie - you have made a great shout out for the True Financial Group.  This is certainly something people in their twenties should do.  Also, this is a great referral partner for your business.

Sep 29, 2018 04:42 AM #6
Rainmaker
3,360,759
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

Hello Dorie- - -you know how to add value to your posts. This is very smart. On multiple levels too.

Sep 29, 2018 06:08 AM #7
Rainmaker
3,830,537
Dorie Dillard CRS GRI ABR
Coldwell Banker United Realtors® ~ 512.750.6899 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Hi Grant Schneider : I couldn't agree more!

Hi Michael Jacobs : True Financial is making an impact because they are knowledgeable and want to make a difference for their clients.

Sep 29, 2018 11:20 AM #8
Ambassador
3,351,684
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

Yes, indeed, a great referral partner needs to be the perfect fit and is worth their weight in gold, Dorie! What a wonderful shout-out to True Financial Group. I know they appreciate you and your referrals!

Sep 30, 2018 09:29 AM #9
Rainmaker
5,423,677
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

This is an excellent recommendation to share.

We use Wetherby Asset Management in San Francisco.

Sep 30, 2018 12:29 PM #10
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Rainmaker
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Dorie Dillard CRS GRI ABR

Serving Buyers & Sellers in NW Austin Real Estate
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