Investa Asset Management LLC
Call 512-800-8300 for more info

Financial Planning

Successful planning of your finances will enable you to reach your financial goals and much sooner. Whether your goals include minimizing your taxes, creating a retirement income that you cannot outlive, building a legacy of wealth for your children, helping educate your grandchildren, or endowing your favorite charity, you will benefit greatly from experience and wise counsel.

Reaching your financial goals earlier in life means that you and your family will have more time for what is important to you. Not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfils your highest expectations.

Attaining your financial goals requires intelligent financial planning. Sound financial planning helps you avoid having to react to unforeseen events.

The majority of individual investors fail to reach their financial goals. They plan to fail because they fail to plan. The three great risks to a successful financial plan are death, disability or catastrophic medical expenses, and loss of employment. Your income on the first day you retire is not nearly as important as how you will cope with a tripling of living costs in a normal retirement.

Most people lack the knowledge and discipline to implement and maintain a successful investment plan without professional advice. Most end up with a hodgepodge of financial products based on tips from friends or information from brochures.

How Investa can help you reach your financial goals

First we will listen to you to identify your core values and goals. Money means different things to different people. Your values and goals are the bed-rock of your financial planning. No one who doesn’t have your last name will ever care about you reaching your financial goals as much as we do. Your hopes for your family’s future is as sacred to you as ours is to us.

Investa will help you align your financial choices with your core values to ensure you improve the quality of your life. Investa will help you manage your emotions in your financial decisions, and help take the worry out of your family finances.

Where appropriate, Investa will work with your other advisors – including your accountant, insurance agent, stockbroker, and tax attorney – to create a plan that achieves your financial goals and that you are comfortable with.

Free Consultation

To arrange for a free consultation about your investment and financial goals, call 512-800-8300, or complete and submit the form below.

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