13846 Atlantic Blvd.
Our Primary Purpose
We are committed to a long-term business approach. Our primary objective is to help individuals families, and business owners achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve your goals.
We take a holistic approach when working with our clients to determine where they are today and where they want to be tomorrow. We focus on developing a comprehensive financial strategy taking into consideration, short, intermediate and long-term financial goals. Once we determine that we can provide solutions to get you there. Since developing your financial strategy is an ongoing process, we will work with you over time to monitor your progress and keep you on track to achieving your goals.
We are a full service financial firm that provides financial services and products to individuals, families, businesses, and organizations.The Austin Benefit & Financial Group is supported by a team of product specialists with experience in estate planning strategies, life insurance, long-term care insurance, employee benefits, executive compensation, business insurance, disability income insurance, annuities, retirement planning strategies, and asset accumulation strategies. We are committed to helping you achieve your financial goals and protect the people that you love.
Important Birthdays Over 50
Traditional vs. Roth IRA
When Special Care Is Needed: The Special Needs Trust