Financial Planners Round Rock TX

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Round Rock, TX that can help answer your questions about Financial Planners.

R. Douglas Pauley
Pauley Financial Services, Inc.
(512) 773-6844
4001 Sable Oaks Dr.
Round Rock, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Divorce Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, BS, CFP®, MBA

Brandon Parkhurst
Parkhurst Consulting CPA PC
(866) 896-3506
1000 Heritage Center Circle
Round Rock, TX
Expertises
Advising Medical Professionals, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA/PFS

Neil Vannoy
Vannoy Advisory Group, Inc.
(512) 355-1111
1000 Heritage Center Cir.
Round Rock, TX
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Laura Barnett Lion
Barnett Financial, Inc.
(512) 454-5459
8500 Bluffstone Cove, Suite B-102
Austin, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Herbert Fulton
HerbFulton Investment Advisory, LLC
(512) 864-1331
310 South Austin Avenue
Georgetown, TX
Expertises
Advising Entrepreneurs, Divorce Planning, Real Estate Investments, Advising Medical Professionals, Hourly Financial Planning Services, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, RFC

Christopher Baum
Vannoy Advisory Group, Inc.
(512) 355-1111
1000 Heritage Center Cir.
Round Rock, TX
Expertises
Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Planning Issues for Business Owners, Advising Medical Professionals, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott Jacobsmeyer
Argent Wealth Management Inc.
(512) 238-6883
2251 Double Creek Drive, Suite 606
Round Rock, TX
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, College/Education Planning, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Paul Greenleaf
Greenleaf Financial Planning
(512) 913-8555
8401 Laughing Water Lane
Round Rock, TX
Expertises
Hourly Financial Planning Services, Middle Income Client Needs, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Tax Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Eric Rabbanian
Rabbanian Financial Planning, Inc.
(512) 502-1928
9442 Capital of Texas Hwy. N, Suite 500
Austin, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Socially Responsible Investments, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MBA

James Kerr
Austin Asset Management Company
(512) 453-6622
7200 North Mopac, Suite 315
Austin, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, College/Education Planning, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, EA, LHIC

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina