Austin Financial Planner

Matthew Smith is a comprehensive Financial Planner serving the greater Austin area. We believe that clients deserve a financial planner dedicated to you. Having worked at a major brokerage firm, Matt realized too many of the firms from ”Wall Street” suffer from conflicts that are not in your best interest: Proprietary Investments, Revenue Sharing (kickbacks), and sales quotas that put an emphasis on commissions and not the client are some the many examples. As an independent financial planner, Matt is able to employ the level of stewardship that you deserve. Matt dedicates all his efforts to understand you and your needs through this process:

  • Meet Face to Face with you to discuss your hopes, dreams and goals
  • Analyze your current situation
  • Create an individual comprehensive financial plan
  • Review investments and objectives on a regular basis

How Can I Help You?

Accumulation of Assets
Accumulation of Assets:

Retirement Savings
Education Planning
Banking Services
Capital Preservation
Capital Preservation:

Tax Efficient Investing
Risk Management
Inflation Strategies
Distribution of Assets
Distribution of Assets:

Retirement Income
Beneficiaries
Gifting
Protection Planning
Protection Planning:

Life Insurance
Long Term Care
Health and Disability
Matt Smith - Austin Financial Planner
Austin Financial Planner

Matt Smith

(512) 961-5330
(855) 463-8848
8834 N. Capital of Texas Hwy
Suite 220
Austin, TX 78759

Contact Matt Smith
SIGMA Financial Corporation
"Broker Dealer of the Year" 9 Time Winner, Investment Advisor Magazine
2009 - 2004 - 1999 - 1998 - 1995 - 1994
- 1993 - 1992 - 1991