Begin with a Dream That is Uniquely Yours
Find your path. Enjoy the journey. Give back.
At Augustine Financial, we center our financial planning services around you, your goals, and your legacy. Over the years, we have developed a unique approach to financial planning that we sum up in three key phases:
Plan with confidence
It’s been said that if you don’t know where you’re going, any road will get you there. We like to begin with a plan that is uniquely yours. We ask the right questions to help you find your path, enjoy the journey, and give back. We’re on this journey with you, every step of the way, navigating through life’s many changes.
Enjoy the journey
Life in retirement is changing. Success is subjective. Whether you want adventure, community, a new place to call home, or increased peace of mind, we can help you manage your plan so you can live in the moment, purposefully and with joy.
Share and give back
Build a legacy that lasts. We encourage those who have the desire, and the means to do so, to give back. We’re passionate about helping individuals, couples, families, and businesses have a greater impact on their communities and future generations.
Plan
We begin with helping you identify where you are and where you are headed. As we build a custom financial plan to work toward your needs, we will also determine a fee arrangement that fits your unique situation. We want you to feel confident in the value we are adding to your plan.
Starting with a Strong Foundation
While every financial plan we develop is unique, we like to start off with a strong foundation to help educate you on your options and build confidence in your financial future.
Your Financial Plan Can Include:
Lifestyle Goals
Health Care Costs
Travel & Leisure
Second Home & Home Improvement
Cars/Boats/RVs
Start a Business
Spending Plan
Income Sources
Emergency Funding
One-Time & Large Expenses
Debt Management
Expenses & Budgeting
Lines of Credit
Risk Analysis
Existing Policies & Benefits Review
Incapacity
Disability Income Planning
Life Insurance Needs Analysis
Long-Term Care Planning
Investment Strategies
Review of Portfolio
Asset Allocation
Risk Assessment & Investment Time Horizon
Withdrawal Stages
Stock Concentration
Dollar-Cost Averaging
Retirement Strategies
Retirement Goal Setting
Social Security & Medicare
IRA & Roth IRA Contributions & Conversions
RMD & Withdrawal Strategies
Employer or Self-Employed Plans
Annuities & Pensions
Tax Strategies
Tax-Efficient Strategies
Review Cost-Basis
Review Potential Gains & Losses
Tax-Loss Harvesting
Deductions & Credits
Potential Roth Conversions
Estate & Charitable Giving
Charitable Intent
Will
Power of Attorney
Living Will
Health Care Directives
Trusts & Taxes
*Augustine Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Family & Loved Ones
Gifting
Education Planning
Wedding or First Home for Children
Providing Care for Parents, Others
Roth IRAs & Multi-Generational Planning
Enjoy
You have worked hard for what you have, and you deserve to enjoy it by experiencing places, relationships, and giving that help you live purposefully and joyfully. When we work together to develop your plan, we will go over your personal goals and ask questions like:
- What are you passionate about?
- Who depends on you?
- How do you want to make an impact with your wealth?
- How will you pursue your dreams?
- What dreams have you not acted on yet?
- What do you need to make them come true?
Once we identify how you want to enjoy your much-earned leisure time, we’ll tailor a plan to help you get there.
Share
Whether you know it or not, you have made an impact on the world, and we are here to help you further plan that legacy. We work to help each of our clients live purposefully and find ways to give back. Together, we will explore the people and causes you love and create a plan to leave a lasting mark. We will go over questions like:
- What mark do you want to leave on the world?
- Who are the most important people in your life?
- What values would you like to pass on?
- Who do you feel does meaningful work that you want to support?
- How do you want to support these people and causes?
After we have explored your giving goals, we can adjust your financial planning strategy to help you support the causes, people, and places you love.
Sharing is an important part of our mission to live with purpose, too!
Here are some of the organizations that we engage with and support:
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
