Our Mission
To inspire others to live with passion and purpose, free from financial worry.
At Augustine Financial, we are built on a foundation of caring, a passion for what’s possible, and a commitment to giving back. We make it our goal to get to know you, to understand your dreams, and to help you find a way to achieve them in a meaningful way.
We offer personalized guidance to help you plan with confidence, enjoy the journey, and share in the freedom of living a life of purpose. We encourage you to explore our Plan, Enjoy, Share approach to financial planning to get a better understanding of our planning model and values.
Our Philosophy
Our passion is to be more than financial advisors. We are the guides who work alongside you through life’s many turns.
Our process is holistic, forward-focused, optimistic, and collaborative. We want to help each person, family, or business truly and actively understand their financial plan. We share our experience to create strategies specifically tailored to your needs and goals. Our advisors’ combined industry knowledge and time-tested strategies work together to help you feel confident along your financial journey. Each strategy we develop is as unique as our clients. Learn more about the elements we use to build a strong financial plan.
Finding the Right Financial Planning Partner
Get the answers you need to make the right decision for your financial future.
Our financial planning team develops strategies to help build confidence in your financial future and to reduce the fear of financial loss and decline, which tends to be frightening but temporary. We care about who you are and where you want to go—let’s get there together. Explore our frequently asked questions to learn more about our services, opportunities, and values.
Building the Right Plan Together
Helping you live a purposeful life that reflects your values
While most financial firms focus primarily on investments, Augustine Financial takes a comprehensive and holistic approach to financial planning. We will explore all the facets of your life and develop a financial and investing plan to help you live confidently and leave a legacy.
Brookfield Office
West Bend Office
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
