VISION | PREPARATION | DISCIPLINE
Modern Wealth Strategies strives to design the best path for our clients' financial future.
We want our clients to achieve EXCELLENCE in every aspect of their lives...
YOUR goals become OUR goals.
At Modern Wealth Strategies, we hold ourselves to a higher standard of excellence and believe that our financial advice and wealth management should revolve around our client's needs and wants. We specialize in financial planning and wealth management and are dedicated to helping you set, meet, and monitor your goals through a spectrum of financial services including long-term asset accumulation, preservation and distribution strategies.
Modern Wealth Strategies is a fee-based advisory practice based in Austin, Texas. It originated from a pure desire to enrich the quality of life of our clients and help them achieve and maintain financial independence throughout their lives. Our financial planning services were founded on a simple principle: Provide high quality service and advice focused on our client's best interests.
Financial planning is the Journey towards your goals...Our focus today...and always...is about actions you can take today to help make your vision for the future a reality. There is no mystery to financial planning. It simply requires taking a personal, in-depth look at your goals and deciding how you intend to achieve them. Once you decide what you want, we help you create the plan to get you from where you are today... to where you want to be tomorrow.
Our financial planning process allows our clients to have a clear understanding of their current financial position, discuss goals and objectives and create a sound yet flexible strategy to achieve them. Through a series of meetings our clients get the opportunity to share their vision, their concerns, ask questions, and provide important insight into their current financial situation, which in turn will help shape their financial plan.
It May Be Time for a Financial Checkup