Dedicated to transforming lives, one positive step at a time!
Our Vision
Austin First Financial empowers individuals to navigate their financial journeys and achieve their retirement dreams. We believe everyone deserves a secure and prosperous future, and we tailor our strategies to meet each client's unique needs and aspirations.
Our Story
Founded in 1997 by President and Founder Scott Campbell, Austin First Financial arose from a deep-seated passion to guide individuals in navigating the complexities of retirement planning. With a focus on building personalized plans and fostering strong client relationships, we've helped generations achieve financial clarity and peace of mind.
Financial Planning and Retirement Planning
- Comprehensive financial assessments to identify financial goals and risks
- Tailored plans covering taxes, income, retirement, health, and estate planning
- Guidance on maximizing retirement accounts, investments, and social security benefits
Investment Management
- Evidence-based investment strategies with a focus on long-term growth and risk management
- Diversified portfolios built to meet individual risk tolerance and financial goals
Retirement Education
- Educational workshops and seminars covering crucial retirement planning topics
- Online resources and tools to empower clients to take control of their financial future
- Personal guidance from experienced professionals to answer your questions and address your concerns
Tax Optimization
- Comprehensive strategies to minimize your tax burden throughout your financial journey
- Specialized tools and insights to maximize your deductions, credits, and retirement plan withdrawals
Client-Centric Approach
We prioritize open communication, transparency, and personalized attention. Our team of experienced professionals will work with you every step of the way, ensuring you feel informed and empowered throughout the process.
Our Values
- Client Success: We prioritize your financial well-being and success.
- Integrity: We uphold the highest ethical standards and transparency in all our dealings.
- Personalized Care: We take the time to understand your individual needs and aspirations.
- Continuous Learning: We stay updated on the latest financial trends and regulations to offer you the best possible advice.
Overall Experience
The review highlights a positive experience with Austin First Financial, a company that has been serving the reviewer, Marigold Austin, for almost a decade. Marigold expresses her satisfaction with the company's services, praising the professionalism of Scott and his team.
Investment Growth
Marigold mentions that her investments have grown at a good pace under the management of Austin First Financial. She credits Scott and his team for their ability to make her investments grow, demonstrating the company's success in achieving their clients' financial goals.
