Holdfast Wealth Management

Financial Advisor Austin

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PROCESS

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

With these goals in mind, I will work together to assess your total financial planning needs. I will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short- and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact Holdfast today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

 

 

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Which Financial Assets Do American Families Own? https://t.co/lV1O8m7gWs
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Five Drivers of Markets in a Biden Administration https://t.co/bVp4ooo4Ww
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Putting the Cost of COVID-19 in Perspective https://t.co/OYnjCzWNEp https://t.co/EAtxnXO4M6
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Biden’s Legislative Agenda Is Still Limited. What’s Likely to Pass—and What Isn’t. https://t.co/viguMs3voQ
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10 Investing Lessons from 2020 – Of Dollars And Data https://t.co/QkWUI1SVVc
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Elections Have Tax Consequences https://t.co/YiEDxmY56m
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Holdfast Wealth Management works as your fee-only personal advisor, offering a wide range of consulting services such as retirement planning, investment and wealth management, and holistic financial plans. We proudly serve clients in Austin, Texas and the surrounding communities.


3711 Greystone Drive, Austin, Texas 78731
512.693.8384 | info@holdfastwealth.com

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