Aust Financial Advisors

Fee-Only Financial Planner

Call Today: 404-285-9982

These are the main areas of financial planning for which we provide analysis and recommendations:

  1. Goal Setting and Planning
  2. Cash Management
  3. Assets and Debts
  4. Employee Benefits
  5. Educational Planning
  6. Retirement Planning
  7. Investments
  8. Tax Planning
  9. Risk Management –Insurance
  10. Estate Planning

These areas overlap and are very interdependent.  Changes in one area will drastically affect decision making other areas. It is important to work with a qualified Financial Planning professional who understands how to analyze and coordinate these different areas.

AFA is qualified and has the experience and knowledge to build a coordinated customized financial plan for you. Our financial plans are individually crafted  for you unique situation. You will receive a concise, custom written, personalized financial plan that addresses your needs.

Financial Planning Process

Our process begins with an initial client meeting.

Initial Client Meeting: This initial meeting is an opportunity to discuss your financial situation, goals, and areas where you might want our help. It is also an opportunity for you to get to know us and our services.  It is an opportunity to see if we have a good fit for working together on such an important aspect of your life. If you choose to work with AFA, you will work an experienced, objective,  fee-only NAPFA FINANCIAL PLANNER; you’ll be working with one of the most competent and trusted advisors in the industry.  It is important that we both feel comfortable with each other and have good working chemistry.

The initial meeting usually runs about 45 minutes.  Please bring along investment statements, your tax return, and the answers to as many questions as possible from our Client Questionnaire.  The more information the better it is for us to determine the amount of effort and scope required for the engagement.

Please contact us to set-up an initial meeting. You’ll be asked to complete the Client Questionnaire and return it prior to the meeting.

About AFA
Aust Financial Advisory, LLC (“AFA”), is a fee-only, financial planning and investment management advisory firm. AFA provides fee-only services to individuals, families, trusts, estates, pension and profit sharing plans, and business entities. AFA is a registered investment advisory firm in the state of Georgia.
Contact Us
Email: otisaust@austfinancialadvisory.com Phone: 404-285-9982
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