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 * Financial Resources
   * Financial Assessment
   * All White Papers
 * Retirement Classes
 * Financial Planning
   * Retirement Planning
   * Cash Flow Analysis
   * Tax-Efficient Strategies
   * Estate Planning
 * Investment Planning
   * Our Investment Philosophy
   * Investment Portfolio Asset Allocation
   * Portfolio Rebalancing Services
   * Fixed Rates
 * The AFF Difference
   * Our Story
   * Fees
   * Contact Us





FEE-BASED / INDEPENDENT / FIDUCIARY STANDARD

WE SPECIALIZE IN

tax efficient strategies
Get Your Assessment Watch Our Video
Watch Our Video


ATTEND A RETIREMENT CLASS

After this class, you’ll have the knowledge, tools and roadmap you need to make
well-informed decisions for your future and plan for the retirement you’ve
always dreamed of.

RSVP Now


TALK TO AN ADVISOR

Our process is personalized to help meet your unique financial goals. One of our
highly-regarded certified professionals will take you through our customized
process, answering all of your questions along the way.

Schedule A Call


OUR PLANNING PROCESS

We will discover what you want your retirement to look like and begin our
proprietary financial audit.

We will review and examine your current tax & financial situation to determine
if we can add value.

Receive a custom 3-Dimensional plan focusing on Taxes, Income, Retirement,
Health & Estate Planning.


WE’VE GOT YOU COVERED

Austin First Financial was founded in September 1997 by current president Scott
Campbell. He founded the company to provide information and guidance to clients
designed to help them invest smarter and grow savings for retirement. Austin
First Financial is committed to serving Austin’s vibrant community, boosting
client financial performance and keeping up-to-date with the newest trends in
wealth management. We look at your personal situation, income requirements, risk
tolerance, long-term care needs, estate and charitable wishes. From there, we
create a plan for you to work toward your financial and retirement goals. You
come to us with a lifetime of investments and savings, so you deserve the best
level of service and our goal is to provide that to you. Our process balances
insightful financial knowledge and key financial planning advice with top-notch
client communication.

Get An Assessment


 * PREPARE FOR RETIREMENT
   
   Ensuring that you are prepared for retirement can be highly complex. You’ve
   worked hard enough to get to this point, so leave that work up to us. Our
   team of Retirement Income Certified Professionals ® can help guide you
   through the retirement planning process. Let us take care of the
   complexities, while you enjoy life.
   
   Learn More


 * REDUCE YOUR TAX LIABILITY
   
   At Austin First Financial, one of our key financial planning strategies is
   finding ways to reduce the amount you pay in taxes annually. Our Retirement
   Income Certified Professionals ® devote substantial resources to develop
   tools and implement strategies that help control your tax burden now and in
   the future.
   
   Learn More


 * FIND YOUR ADVISOR
   
   Austin First Financial is a fee-based advisory firm that has a team of
   qualified and credentialed professionals who are working to help you achieve
   your financial goals. Get to know our financial advisors and see how we can
   help you.
   
   Learn More


 * INVEST FOR YOUR FUTURE
   
   Austin First Financial’s asset management relies on evidence-based investment
   principles and time-tested research. We design and manage portfolios
   utilizing a long-term, prudent investment strategy designed to let the power
   of the markets work for you.
   
   Learn More


 * NEVER STOP LEARNING
   
   Education is the foundation of a successful future. Here, we believe your
   financial journey should start with learning. We provide content to help you
   through the ongoing process of creating your financial plan. Visit our
   financial resources page to take advantage of our financial tools.
   
   Learn More




ADULT EDUCATION CLASSES


RETIRE CONFIDENTLY WITH OUR RETIREMENT TRAINING

Scott has been an instructor for Adult Education classes in Austin since 2007.
Classes are typically held at The University of Texas through their Informal
Classes program, or in the Arboretum area.

   Classes Available Include:

 * Boomer Retirement Course: The Rules Have Changed
 * College Funding & Planning w/o Going Broke
 * Investment Analysis: Take a Close Look at What Your Investments are Doing
 * IRAs & 401(k)s: Eliminating Mistakes
 * Key Ages in Retirement: How to Prosper by Knowing Important Dates & Timelines
 * Maximizing Social Security
 * Evidence-Based Investing
 * Annuities on Trial
 * Pensions Have Become Extinct: How to Create Your Own
 * Evidence-Based Retirement Planning

See All Upcoming Classes


BLOG

Our blog can help you stay informed on current events.

Visit Our Blog


WHITE PAPERS

Our white papers can be a great source of information on several retirement
planning topics.

View All White Papers
   
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1502 West Ave

Austin

TX 78701

512.638.9499
scottc@austinfirstfinancial.com
Privacy Policy

Disclosure: We are an independent financial services firm helping individuals
create retirement strategies using a variety of investment and insurance
products to custom suit their needs and objectives. Investment advisory services
offered only by duly registered individuals through AE Wealth Management, LLC
(AEWM). AEWM and Austin First Financial are not affiliated companies. Investing
involves risk, including the potential loss of principal. No investment strategy
can guarantee a profit or protect against loss in periods of declining values.
None of the information contained on this website shall constitute an offer to
sell or solicit any offer to buy a security or any insurance product. Any
references to [protection benefits, safety, security, or steady and reliable
income, etc] streams on this website refer only to fixed insurance products.
They do not refer, in any way, to securities or investment advisory products.
Annuity guarantees are backed by the financial strength and claims-paying
ability of the issuing insurance company. Annuities are insurance products that
may be subject to fees, surrender charges and holding periods which vary by
insurance company. Annuities are not FDIC insured. The information and opinions
contained in any of the material requested from this website are provided by
third parties and have been obtained from sources believed to be reliable, but
accuracy and completeness cannot be guaranteed. They are given for informational
purposes only and are not a solicitation to buy or sell any of the products
mentioned. The information is not intended to be used as the sole basis for
financial decisions, nor should it be construed as advice designed to meet the
particular needs of an individual's situation. Our firm does not provide and no
statement contained in the guide shall constitute tax or legal advice. All
individuals are encouraged to seek the guidance of a qualified tax professional
regarding their personal situation.

“Best Of” is an annual survey conducted by Austin American Statesman. The winner
is chosen by an online vote of the general public and no specific criteria is
utilized to determine the winner. The majority of voters may not be clients of
Austin First Financial. The designation is not representative of any one
client’s experience and is not indicative of future performance.

The Five Star Wealth Manager award, administered by Crescendo Business Services,
LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility
criteria – required: 1. Credentialed as a registered investment adviser or a
registered investment adviser representative; 2. Actively licensed as a
registered investment adviser or as a principal of a registered investment
adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint
history review (As defined by Five Star Professional, the wealth manager has
not; A. Been subject to a regulatory action that resulted in a license being
suspended or revoked, or payment of a fine; B. Had more than a total of three
settled or pending complaints filed against them and/or a total of five settled,
pending, dismissed or denied complaints with any regulatory authority or Five
Star Professional’s consumer complaint process. Unfavorable feedback may have
been discovered through a check of complaints registered with a regulatory
authority or complaints registered through Five Star Professional’s consumer
complaint process; feedback may not be representative of any one client’s
experience; C. Individually contributed to a financial settlement of a customer
complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been
terminated from a financial services firm within the past 11 years; F. Been
convicted of a felony); 4. Fulfilled their firm review based on internal
standards; 5. Accepting new clients. Evaluation criteria – considered: 6.
One-year client retention rate; 7. Five-year client retention rate; 8.
Non-institutional discretionary and/or non-discretionary client assets
administered; 9. Number of client households served; 10. Education and
professional designations. Wealth managers do not pay a fee to be considered or
placed on the final list of Five Star Wealth Managers. Award does not evaluate
quality of services provided to clients. Once awarded, wealth managers may
purchase additional profile ad space or promotional products. The Five Star
award is not indicative of the wealth manager’s future performance. Wealth
managers may or may not use discretion in their practice and therefore may not
manage their client’s assets. The inclusion of a wealth manager on the Five Star
Wealth Manager list should not be construed as an endorsement of the wealth
manager by Five Star Professional or this publication. Working with a Five Star
Wealth Manager or any wealth manager is no guarantee as to future investment
success, nor is there any guarantee that the selected wealth managers will be
awarded this accomplishment by Five Star Professional in the future. For more
information on the Five Star award and the research/selection methodology, go to
fivestarprofessional.com. 1,204 Austin area wealth managers were considered for
the award; 178 (15 percent of candidates) were named 2019 Five Star Wealth
Managers. 2018: 1,102 considered, 161 winners; 2017: 1,431 considered, 207
winners; 2016: 1,283 considered, 351 winners; 2015: 1,968 considered, 374
winners; 2014: 2794 considered, 357 winners; 2013: 2,254 considered, 399
winners; 2012: 1,673 considered, 392 winners. Winners appearing on this page do
not pay a fee to be considered or to win the Five Star Award. Professionals with
a digital profile have paid a promotional fee.

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© 2022 Austin First Financial

 * Financial Resources
   
   
   * Financial Assessment
   * All White Papers
 * Retirement Classes
 * Financial Planning
   
   
   * Retirement Planning
   * Cash Flow Analysis
   * Tax-Efficient Strategies
   * Estate Planning
 * Investment Planning
   
   
   * Our Investment Philosophy
   * Investment Portfolio Asset Allocation
   * Portfolio Rebalancing Services
   * Fixed Rates
 * The AFF Difference
   
   
   * Our Story
   * Fees
   * Contact Us

Contact

Call

Client Log In

Get An Assessment

© 2020


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