The Art of Finance, LLC is a fee-only fiduciary financial firm. Philip is the co-founder of The Art of Finance. The firm exists to help creative clients navigate financial struggles with clarity, empathy, and accountability to help them discover their highest and best self. They have a dynamic plan that allows for a change of mind or circumstance. They develop strategies for optimizing investing, building emergency savings, and insurance auditing. They are a fee-only fiduciary firm. The Art of Finance, LLC wants to offer objective and transparent guidance. Get exclusive access to state-of-the-art financial planning software. Contact them to get a free consultation.
Best Financial Services in Austin
Handpicked Top 3 Financial Services in Austin, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
THE ART OF FINANCE, LLC REVIEWS
Calling these guys was probably the smartest thing I did last year. I never felt like I had enough money for financial advising and I was really unsure about the value of paying for help. The art of Finance was worth every penny. Julia and Philip quickly helped me gain a real understanding of my income, debt and spending habits. Initially, I felt a little intimidated opening up about such a personal aspect of my life but they were always non-judgmental and easy to talk to - it made the process pain free.
I recently completed the Foundations course with Chloe as my Budget Coach. Admittedly budgeting is something that had challenged me for years, even though a number of attempts and strategies. However, working with this team in the foundations class- the lightbulb went off and things finally clicked! Not only do I feel more knowledgeable and savvy, but I've also been able to make really big personal financial strides during my time in the program, and am setup on a fantastic track moving forward. I feel like a "budgeting boss" and now look forward to doing my budget every month and maintaining it.
My personal consultation session was incredibly valuable. Julia gave me immediate and long-term action items to grow my wealth and walked me through complicated financial concepts in a relatable, understandable way. This session was an investment in my future and worth every penny.
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REAP Financial Group, LLC is a registered investment advisory firm. Their team comprises qualified financial professionals in Austin who are passionate about helping families and individuals achieve their ideal retirements. At REAP Financial, they consider their client's family, so they take wealth management personally. The firm provides IRA legacy planning, long-term care strategies, and investments. Their financial experts help clients address each of their five key financial concerns. They work with a network of retirement planning professionals to help their clients maximize the probability of delivering everything that is most important to them. They collaborate to develop powerful ideas to support their families make intelligent decisions about their money. Contact them today for a no-obligation.
Specialty:
Retirement Income and Life Insurance Planning, Social Security, Tax Strategies, Estate Planning Solutions, Professional Portfolio, Fee-Based Portfolio and Wealth Management, Annuities, Investment Advice, Asset Protection, Financial Planning & Advising
Contact:
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
REAP FINANCIAL GROUP, LLC REVIEWS
My wife and I were introduced to Reap Financial while watching Chris at the end of the Wednesday evening news. His info was always relevant to our situation and after our initial meeting with Leah we felt confident that they would be a good fit for us. I would like to recognize Melanie who has the knowledge and patience to take the time and answer any and all the questions we have! There are many choices when looking for a company to provide financial planning. The most important thing for me is to align with someone who "teaches" as opposed to someone that sells.
Leah Wheless with Reap Financial is simply awesome! I've been working with Leah as my advisor for several years and I cannot say enough good things about her. Leah has my full confidence because she has handled my portfolio flawlessly and she is professional, personable and demonstrates my best interest is her priority. Leah's support staff is also helpful and responsive. I am very glad I chose Reap Financial and even happier that Leah became my advisor. Thank you Leah and the Reap Team.
REAP Financial staff is always courteous and helpful. The financial advisers are knowledgeable, respectful, sincere, and responsive. I trust them. Chris Heerlein is an exceptional financial adviser.
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Ark Financial is dedicated to providing solutions to help its customers achieve their financial goals. Their mission is to manage, control, simplify, and unify resources so that individuals and families may live more abundantly. They are committed to affording their clients a customer experience unavailable anywhere else. The firm believes you deserve unwavering devotion, attention to your specific needs, and individualized service to guarantee you get the results you deserve. Their proprietary four-phase approach to financial management is unique and the most comprehensive in the industry. In addition, they offer cash flow analysis and asset protection strategies analysis.
Specialty:
Business, Succession, Tax, Key Person and Retirement Planning, Executive Benefits, College Funding, Lifetime Income Strategies, 457 Plans Deferred Compensation Analysis, Wealth Management, Investments, Risk and Asset Management, Tax Implications, Cash Management & Philanthropic Planning
Contact:
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
ARK FINANCIAL GROUP REVIEWS
The expertise of the professionals at Ark Financial Group is unquestionable. The advice they share is invaluable. It is worth your time to give them a call so they can share more with you on how they work with clients to minimize tax burdens.
Financial advice is usually loaded with frilly words and vague promises- Ark makes bold claims upfront about the money they can save and the level of service they provide. I was skeptical- they delivered.
You just can't ask for much more than the expertise, experience, care, and integrity that Ark Financial brings to the table.
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