Wealth Management Redefined
512-757-9065
mike@ATXFinancialPlanning.com
Complimentary Consultations
Our Motto: Protect your peace & joy through proper planning
Your journey begins...with a plan
- Money Management
- Financial Planning
- Estate Planning
- Retirement Planning
- IRA Planning
- Income Planning
- Legacy Planning
- Insurance Planning
- Educational Planning
We offer 2 Solutions
Types of people we can help
Here's what we can help you with:
Money Management
Discretionary. Independent. Fiduciary. Fee-based.
Financial Planning
If retirement is a decades long destination, where's your map?
Estate Planning
Do you know if the right people will inherit your life savings?
Retirement Planning
When can you retire and how long can you afford to be retired?
IRA Planning
Traditional v. Roth. How to gift. IRA Trusts. So much more.
Income Planning
Generate income for your working years, then retire...then what?
Legacy Planning
Who gets your money? How? When? But a legacy is > just $!
Insurance Planning*
Explore options. Don't be caught naked.
Educational Planning
Explore options. Calculate Contributions & Projections.
7 Things To Know About Mike
Quick Thinker
He's a quick thinker, so he likes pictures, bullet points and infographics
Family Man
He has a wife of 15 years, 5 kids on earth (including one from Ethiopia) & 2 in heaven
Loves To Learn
He has 4 1/2 college degrees. 2 from UT, both in accounting, 1 is a Masters. 2 from The University of Houston, 1 in Law (J.D.) and 1 in Business (MBA). He paused his biblical studies program at Calvary Chapel Bible College so that he could produce a daily verse by verse podcast, which is presently running and has > 4000 listens, and he intends to finish that degree one day, maybe in retirement
Animal Guy...Kind of
He, wait...correction, his family, has 1 Chihuahua, 2 bearded dragons & a Russian Tortoise.
No, there's no partridge in a pear tree
Entrepreneur
He's a serial entrepreneur with multiple successful businesses. That means he's personally experienced successes, failures, tax strategies, FICA strategies, accounting, growth, capital allocation decisions, cash flow decisions, etc.
Giver
He's a giver. He adopted a child from Ethiopia. He gives money to 3 different churches, to 3+ para-churches, to over a dozen orphans around the world, and he hesitates to even tell you about his giving because he prefers silent giving, but he feels the risk is worth it here so that you know who you're dealing with.
Hobbies
Hobbies? He recently realized that he always said the same thing...hunting, fishing and golfing. But he realized he doesn't even do those things anymore. As he tripped over one of his kid's toys, he realized his hobbies are playing with his kids, studying & teaching the Bible, jogging (sometimes far away from his kids and sometimes pushing 2 of the kids in a stroller, uphill, both ways), and working (yes, he actually loves to work)!
The Choice Is Yours
You can make a choice, an intentional decision, to meet with ATX Financial Planning, LLC, realizing that it's a complimentary consultation. You might actually learn something new. You could see the software advantages offered by ATX Financial Planning.
Maybe it's time to get a 2nd opinion. Don't you agree?
Don't you want:
- A second opinion on your current portfolio
- A written financial plan
- An unbiased & indendent third-party to guide you
- An independent, fiduciary at the helm
- Statistical analysis to plot your retirement course
- An advisor who is experienced, but far from retirement
- Account aggregation software
- Conversations about asset titling and beneficiary designations
- To implement a strategy based on your needs and goals
- Help reducing the risk of making an emotional decision
- To weigh the pros and cons of paying off your home or not
- To view a projected income plan
512-757-9065
Mike@ATXFinancialPlanning.com
Copyright © 2022, ATX Financial Planning, LLC
418 Grace Lane, Austin, TX 78746
512-757-9065
Mike@ATXFinancialPlanning.com
* Insurance products and services are offered through LEGALORIAN, LLC d/b/a THE PORTFOLIO PROTECTION STORE
Disclaimers:
Advisory services are offered through ATX Financial Planning LLC, an Investment Advisor in the State of Texas. ATX Financial Planning LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Insurance products and services are offered through Raymond Michel Massey, Sole Proprietor and Legalorian LLC dba The Portfolio Protection Store, affiliated entities.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of ATX Financial Planning LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Links to other sites: The inclusion of any link is not an endorsement of any products or services by ATX Financial Planning LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites neither ATX Financial Planning LLC, nor any agency, officer, or employee of the ATX Financial Planning LLCwarrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.