The Best Financial Services in Austin

As I approach retirement age, I have long been concerned about the Windfall Elimination provision regarding Social Security. My wife and I met with Leah Wheless. She left no stone un-turned as she gathered our financial records and plugged them in to the REAP Financial algorithm and developed a retirement program that assuaged our fears about retiring within a couple of years. She was both patient and professional.

I know you can't judge financial success based on the short term, but I've been working with Ark for about 8 months and it's been amazing how much I've learned and that has really been priceless. Jeff is the quintessential networker too—he will connect you with his seemingly unlimited partnerships and you should check out their client spotlight. They really want their clients to succeed.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are managing your finances - as in big life goals - not just number. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me.