I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

Have been a client for several years, not impressed. They have breached our contract by trying to…read moreomit promised lifetime free services such as tax preparation and estate planning. To make it worse, they misrepresented the reason for doing so on three separate occasions, blaming it on the SEC. Hah! When confronted, their "compromise" offer was less than satisfactory.

REAP Financial has been handling my family's retirement plans with the utmost professionalism and…read morecourtesy for the past several years. In addition, they have been very helpful in providing financial expertise through monthly workshops that are beneficial in providing future ways of investing. We thoroughly trust Sandra Newman and her staff at REAP financial, and encourage others to do the same. At the very least if you're shopping around for a retirement financial planning firm then you should definitely give them a chance. Like I've mentioned before, they're very informative and knowledgeable when dealing with one's financial retirement needs.

I wanted someone who knew what they were doing to take a holistic view of my financial situation…read moreand tell me where I'm good and where I can do better. I got the pleasure to work with both Austin and Don and I couldn't be more satisfied. They touched not only on the obvious areas one might consider as part of their financial planning, but also on areas that I never even considered in a step-by-step task-oriented manner that helped me adjust my position and set my self up for continued success. Really happy to have found these two at MPWM, definitely money and time well spent.

When I was looking for a financial advisor, I was seeking someone who would not only invest on my…read morebehalf but also teach me along the way. Austin is a brilliant planner with the heart of a teacher and has been a huge support during our time working together. I'm an extremely happy client and I look forward to many more years working together.

I needed quick capital to keep a construction project moving, and Longhorn Funding helped me…read moreleverage another property I own free and clear to make it happen. They structured a bridge loan using that property as collateral and were able to get me fast funding. There was no drawn-out underwriting like the banks were making me do. It really helped me stay on schedule with the build. Communication was clear, and I always knew where we were in the process. Definitely recommend if you need flexible funding and a lender who understands our need to keep things moving fast as real estate investors.

Heard about them on Biggerpockets and reached out for a small fix and flip loan. Since I was…read morebringing a decent amount to closing they were able to work with me and get a deal done quickly. Currently in the remodel phase but the underwriting and loan origination parts were very easy. I was very happy with the experience. Will hopefully be a repeat borrower.

I cannot recommend Vital Retirement Planners enough. Watching how our portfolio is managed as well…read moreas the growth we've seen is fantastic. I have a lot more confidence in where we will be when I retire.

My wife and I have been retired for the last 7 years. Prior to our retirement we researched…read morefinancial advisors who were "retirement literate". After attending several first-time advisor consultations, we were convinced that Nathan Fort at Vital Retirement Planners was the best fit for us and our long-term retirement plans for financial independence. Nathan emphasized that the way to a successful financial retirement was through Clarity, Control, and Confidence. It is our pleasure to work with such a highly professional and knowledgeable financial advisor as Nathan. Nathan demonstrates a strong command of financial planning and investment strategy. Throughout our time with Nathan, he communicates clearly, provides well-structured guidance, and ensures that all recommendations were aligned with our stated financial objectives. Nathan and his team are always well organized, transparent, pleasant to work with, and focused on practical, long-term planning considerations. We particularly appreciate the thorough explanations of available options and the thoughtful approach to addressing questions and evaluating potential strategies. Overall, we continue to have a very positive professional experience with Nathan and the Vital Retirement Planners team. We would confidently recommend Nathan Fort to anyone seeking disciplined, well-informed financial planning retirement support.

Jeff Socha is wonderful! He met with me for 30 minutes to review advice regarding a pension fund…read moreand he didn't charge me anything! Very sound advice. Great personality. We'll be seeing him for our financial planning needs in the future for sure!

I started working for ARK Financial in August 2018. When I first met Jeff, I was well on my way to…read moreopening my firm. However, he offered me an appealing position with new and unique challenges. I have never met a more qualified group of individuals who all have a very strong work ethic and a drive to be the best.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

During the process of a difficult move with my senior parents, I exchanged several calls and…read moremessages with Bill Witt and his staff. This was a chaotic time and times my response time was not ideal, nor was theirs. When I finally reach out to the principal Bill Witt, he commences to chastise me about my communication skills and whether or not I'm a suitable client for them. it was as if I worked for him and potentially the other way around. If you like being talked down to and patronized, then senior resource center is your group.

Review from my father D Courtney - I'm a 4-year veteran of the U.S. Air Force. At 87 years of age,…read moremy wife and I had to sell our home and move into an Independent Living facility because of my health. Because of additional necessary "home care" expenses. Through contacts we learned about Bill Witt and his partner, Tara Kendrick, of "Senior Resource Center" here in Austin. So we called them and I'm so glad we did. We could not have been more pleased with their professionalism and their friendliness. It was so easy working with them. We made various visits to their office with our daughter and they carefully guided us through the process with all the forms the VA requested from us. They were very knowledgeable about the process. They helped us submit our request in August 2019, and we received notice of our approval in April 2020. Tara thought that was record time. We couldn't be more appreciative of their help all through the process. We highly recommend them to anyone who Is seeking Senior resources and benefits. Thank you, Bill, and thank you, Tara, for your indispensable assistance. We wish you success in the future as you help others as you helped us with this very valuable benefit. We value your friendship.