As quoted by the great Dalai Lama “Our prime purpose in this life is to help others.” Here at Augustine Financial Group we embody this message and make sure to always put the client first. Our business revolves around our core values and through organization, communication, and simplicity we put ourselves and our clients in a position to be successful.
To be sure our service is the best it can be and every client receives the value and attention they deserve, we stay organized and on top of everything. Our firm was started by a naval officer who instilled this concept and made sure it was a top priority. If you prioritize and plan correctly then everything else falls into place.
We work in a service industry that revolves around relationships, and like any fruitful relationship communication is key. This is a big reason people leave their current Advisors. Whether it be miscommunicating, not listening to the client, or not getting in touch with the client for long periods of time we want to be sure we’re never on this losing end of this. We take pride in our transparency and want people to know what’s going on every step of the way.
Step by step we walk you through the process necessary to be successful and reach your goals. There is a lot that goes into planning your financial future and our objective is to not lose you along the way. We want to keep things simple, but thorough. With all the chaos that comes with life, we aim to be a place where you confidently understand all that is going on and why it’s being done.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.