What We Do

Services…

At Austin Wealth Solutions we pride ourselves on making our services available to everyone. Regardless of your age or financial means you likely have a need of some kind. We will customize our services to fit that need.

Retirement Planning & Investing

For individuals, it is never too early to start working towards a better financial future. Age is your greatest asset when accumulating wealth. Whether you are looking to open an IRA or brokerage account to start saving for retirement, or you’re nearing retirement and want to start planning out your income streams post-retirement, we have a solution.

For employers, your employees are your business. Keeping valuable employees with your organization long-term can be the difference between success and failure. Having a way to save for retirement available to your employees is a retention tool to help keep those employees with your organization, and keep them happy.

Financial Coaching

Financial struggles are one of the leading causes of stress in the United States. We offer fully customized financial coaching for individuals to help them get on the path to financial freedom and live a more fulfilled life.

We also provide coaching services to employers to offer as an employee benefit. Employers can have one of our coaches provide one on one coaching customized to each employee of their organization. Not only does this service help with retention, but it also helps employees come to work happier and healthier, creating more productivity and a better work environment.

Fractional CFO

Is your business not quite at the point where you require a full-time CFO on staff? We offer a fractional CFO program, meaning that you can have a seasoned finance expert on a part-time basis. Services will include both analysis of current financial standing, as well as recommendations for areas of potential growth and efficiency improvements.

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Austin Wealth Solutions is a registered investment adviser in the state of Ohio. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Austin Wealth Solutions and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Privacy Notice

We collect personal information necessary to open accounts and do business. This information is collected when you provide such information, seek investment advice, or complete an application. We also collect your personal information from other sources, such as credit bureaus, affiliates, or other companies.

To protect your personal information from unauthorized access and use we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Austin Wealth Solutions does not share your information with affiliates or non-affiliates, nor do we joint market.

We will never share, trade, or otherwise sell your personal information such as Phone numbers and SMS consent to third parties under any circumstances. Questions regarding our privacy policy or how your data is collected/used can be directed to info@austinwealthsolutions.com.