Austin Asset

Our Philosophy is that wealth management is an evolving process, not a one-time exercise.

Our primary responsibility is to be a catalyst for your financial future. You can trust that we are proactively looking out for you and your family, helping you create a lasting legacy for generations to come.

Financial Planning Counsel - Austin Asset Austin Asset's financial planning counsel to you is consistent, honest, and focused on what you wish to accomplish. Learn more about our philosophy.

We live in an age of medical miracles. People live longer than ever before, and life expectancies are increasing at a steady rate. This means that many of us will be fortunate enough to still have our parents with us as we ourselves reach retirement age.

As our parent's age, however, their health may decline, and the greater the chance becomes that they will require home care, nursing home care, or other assisted living arrangements.

Do Your Parents Need Long-Term Care Insurance? - Austin Asset Your parents might find their savings depleted by the cost of paying for long-term health care. Long-term care insurance (LTCI) may be the solution.

Today we'd love to introduce you to Jamie Ileks, CFP®, CPA!

Jamie is a natural at presenting and helping people understand complex information.

Prior to joining Austin Asset in 2007, she worked as an accountant and spent over a decade as an IT business analyst and project manager. While both fields work with numbers, she was always drawn to wealth management. So, being a member of the Wealth Planning team is a perfect fit!

If you’re like most Americans, you count on your employer for health insurance coverage. But what would happen to your health insurance if you suddenly stopped working or no longer qualified for benefits?

Fortunately, there’s the Consolidated Omnibus Budget Reconciliation Act of 1986 (COBRA). COBRA can prove to be a real lifesaver for you and your family when your health coverage is jeopardized.

Health Insurance and COBRA - Austin Asset Management The Consolidated Omnibus Budget Reconciliation Act, or COBRA, can be a real lifesaver for you and your family when your health coverage is jeopardized.