Financial & Retirement Planning Services in Austin, TX
My team and I would like to help you manage your financial plan so that you can reach your financial goals and live the life you want. Whether you are building your retirement funds or currently retired, your financial plan, just like you, is unique. Let me help you create the tailored steps and plan for you, and help you avoid financial planning pitfalls, so you and your family can live well.
With over 15 years of experience in financial planning and portfolio management, I have been hired by doctors, attorneys, executives, endownments, successful entrepreneurs, business owners and institutional clients to handle their investment management, financial planning and estate planning needs.
Before we decide to work together, let’s chat about your financial goals and what you are trying to accomplish. I’ll give you my honest feedback about where you are with regard to your goals and if I think I can help you achieve them. You’ll also have the chance to get to know me and decide if I’m the right partner for you. There is no cost or obligation to hold an initial consultation over the phone or in-person.
COMPREHENSIVE FINANCIAL PLANNING AND PORTFOLIO MANAGEMENT SERVICES
Our financial planning and portfolio management services, also referred to as “wealth management” services, starts with a series of in-depth conversations about your current financial assets, investment accounts, college-savings accounts, retirement accounts and financial goals. During these conversations, I gather all pertinent financial information, including reviewing your most recent statements from your investment and retirement accounts as well as discussing your short and longer-term goals.
This is the part where we get into all the details of your financial life. Typical items include IRAs, investment accounts, employer retirement plans, such as a 401k, college savings for your children, and estate planning. We also talk about the fun stuff, like your desire to collect vintage Vespas, buy a beach house, or climb all the fourteeners in Colorado, and how I can help you accomplish these goals too. I can’t actually help you with the actual climbing part though, just the financial part :). When this piece of your financial plan is complete you will have a road map for achieving both your short and long-term goals by maximizing and wisely using the assets you have available to you. Once we’ve established your plan, we move on to part two, where I work closely with you to put that plan into action.
To ensure we are both on the same page regarding your financial goals and objectives, investment risk tolerance, liquidity needs and other areas of importance regarding investment management, I develop asset allocation recommendations and investment strategies outlined your financial plan and investment policy statement. Your financial plan and an investment policy statement sets the foundation for how we allocate your savings and investment funds between various investment asset classes and strategies.
Using your financial plan and investment policy statement as a guide, we proceed to further develop a plan for you and your family that identifies the specific investment criteria and strategies we will utilize on your behalf. Your unique plan is based on our careful review of available investment options, taxation, costs, risk and of course, expected performance.
ONGOING FINANCIAL COACHING AND MONITORING
Life has this crazy way of surprising us in good ways, and sometimes bad ways, too. So a financial plan can’t be looked at as a static document. It’s a guide that’s meant to flex and bend with your circumstances. This is why I don’t just hand you a financial plan and call you next year. I continue to work with you on an ongoing basis, which can be monthly, quarterly, semi-annually or annually, to help you stay on target to achieve your goals. I coach you through adjustments to your plan when the winds change course. What you can expect when you work with me:
- Ongoing, honest feedback
- Help building great financial habits that will propel you toward your goals
- Availability. Just shoot me an email.
- Great service.
- No conflicts of interest. I don’t get paid for selling any products.
Our Primary Services Include:
- Financial Planning
- Portfolio Management
- Retirement & Income Planning
- Investment Analysis & Advisory
- Tax Analysis & Tax-Reduction Planning
- Estate, Legacy & Retirement Planning
- Business Succession Planning
- Private & Public REIT Analysis and Advisory
- Direct Commercial Real Estate Analysis and Advisory
To view full scope of Financial Planning services,
Сore values and our advantages
We Are A FiduciaryOur services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
A man that can help you with financial planning services in Austin, TX
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.