At Augustine Financial, we love connecting with our clients and building long lasting relationships. If you have questions, we are happy to connect and review together, but if you aren’t quite sure yet, explore our frequently asked questions below to get more information!
Are We a Good Fit?
At Augustine Financial, our first priority is to do what’s right—for you. Our business is built on integrity and trust. You can count on us to put your interests first. Augustine Financial is an independent financial planning firm. We are not limited to investment products offered by a specific firm, so we can offer you a wide array of investment tools. Our advice to you is impartial and objective. We want to develop a deep, trusting relationship with you over time.
How Will We Work Together?
Like a whitewater raft guide, we share the journey. Making sure you understand why we’re doing what we’re doing is key to our partnership with you. Some people love the details while others just want the big picture. We’ll give you the level of explanation that helps you feel confident but not overwhelmed. Check out Our Approach and Our Financial Planning Services pages to learn more!
How Often Will We Meet to Discuss My Investments or Financial Plan?
After we build your financial life plan, we’ll monitor how well it is working to achieve your goals. In addition to regularly scheduled reviews, we take a fresh look when you have a big life event, such as a birth or a death in your family, a job change, retirement, or a change in health.
How Much Do Your Services Cost?
We offer flexible fee arrangements. As we construct your financial life plan to meet your needs, we’ll also structure our fee arrangement to fit your unique situation. We want you to feel confident in the value we are adding to your financial life plan. The most important thing is that our fee structure will be completely transparent. We will fully explain all costs and report them clearly. We always welcome your questions.
Who Benefits from Working with Augustine Financial?
The Augustine Financial team is looking to build long-term trusting relationships. Our services are right for people who:
- Want to get organized and take a deeper look at their progress toward meeting their goals
- Are serious about making intelligent financial decisions so they can live their lives to the fullest
- Understand that there are no shortcuts to any place worth going
- Want to use their money to benefit their loved ones and their communities
- Recognize that money is important, but not the most important thing in life
Socially Responsible Investing is Important to Me. Is This a Service You Provide?
Yes! Creating an investment strategy that is right for you begins with having the freedom to choose. For many, investing in ways that consider environmental, social, and governance factors is a top priority. We can help you invest so that your money reflects what matters to you.
Where Can I Check On My Account?
You can log into Investor360 right from AugustineFinancial.com
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
