What’s the right investment portfolio for me?
Do I have enough money saved for retirement?
Am I maximizing the tax efficiency of my investments?
Will I be able to help my child afford college?
If you have these or other financial questions or concerns, I have the expertise and experience to provide solutions to help you meet your goals.
So many facets of your life are related to your finances. I work to align your financial picture with your long-term goals to create a financial world that works for you.
Jeffrey Augustine, principal and founder of Augustine Financial Solutions, previously worked as an institutional investor on a team managing $18 billion in assets.
I transfer the knowledge gained from my experience directly to my clients to help them identify, plan and achieve their goals.
The Alliance of Comprehensive Planners Pledge to Clients
As an ACP member, in my dealings with my clients, I pledge to be:
Holistic
in outlook
I will consider everything I know about your relevant circumstances, family needs, goals, values, and aspirations when making comprehensive planning recommendations.
Professional
in conduct
I will strive to maintain the highest ethical standards possible in my work and life. I will enhance my skills and credentials through ongoing continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
Educational
in nature
I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to help you understand my advice.
Independent
in compensation
I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
Committed
to your success
Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals and circumstances change.