Financial Planners in Austin

“I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.“

“They listen to my goals and have performed very well in meeting them. I do not hesitate to recommend them.“

“This group is quite a team! They are accurate, knowledgable, effectively organized, patient , and kind… holding the hand of an 80 yr old through the use of technology, saving time, paper , and travel?thanks for everything!“

“I moved my retirement portfolio over to Centennial and I am so glad I did !! From Margie at the front desk, to Jeremy and Chris, the CFPs, Phil who works with you on the tax side and Danny who handles all the follow up and paperwork ....these folks are very professional and truly care about making sure you have the best setup for retirement. But not only professional, they also find a way to make you feel like part of their Family. Thank You Everyone at Centennial !!!“

“I met Justin at one of his meeting in 2015After the meeting my wife and I set a appointment to sit down and go over our .financial plan after which we asked him to put a plan together for our retirement.We met again and after reviewing the plan we moved all our retirement funds into the planIn December 2018 my wife was going to start her social security and the information options were confusing so we pulled out Justin's planWe followed the plan and saved a considerable amount by following his planJustin and his team are professional in everything they doThanks to them my wife and I have a solid plan for retirementB z“

““

“John Hersey at Rethink wealth was just the kind of financial guru my wife and I needed to reinvigorate our financial systems at home. Would highly recommend!!“

“Mike got me out of a very confusing spot with inventory tracking with patience and detail-oriented scruples. Highly recommend to any small business owner trying to DIY their bookkeeping- Quickbooks won't help you figure it out, but Mike will! There are not many accountants who are also teachers, and I'm so grateful to have found one!“