SA
Samantha Austin
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Work Experience
Director Of Planning
Aug 2021 - Present · 3 years and 5 months
Assistant Store Manager
May 2017 - Aug 2021 · 4 years and 3 months
Financial Advisor
Aug 2023 - Present · 1 years and 5 months
Company Details
Helping you become Financially Fit, so you can live a Fearless Retirement. Most of us know in order to live a long, happy life, we need to take care of our bodies. Eating right, exercising when we can and getting regular check-ups with our doctors help us achieve a healthy lifestyle. That ‘getting fit‘ philosophy also applies to our finances. Investing appropriately, having the proper coverage and meeting with a financial advisor regularly, helps our finances stay fit and allows us to live a long, happy life to and through retirement. Being proactive vs reactive with your finances. By being proactive with your finances, we help remove any anxieties that might come with a volatile market or unforeseen event. Much like living a healthy lifestyle, we encourage getting your financial ‘vitals’ checked regularly.
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services
HQ Location
2800 Caballo Ranch Boulevard Cedar Park, Texas 78613, US
Keywords
Principal ProtectioIncome PlanningIRA & 401(k) RolloversIRA Legacy PlanningEstate PlanningLife InsuranceLong Term CareSocial Security & PensionsIndependent AdvisorAnnuities
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