Our advisors have years of expertise in personal finance and retirement planning boosted by comprehensive training. We make it our mission to demystify complex financial concepts for you, avoiding industry jargon and equipping you with the knowledge to excel on your own terms. Our commitment to transparency and dedication to educating our clients has solidified our reputation as a top financial and retirement planning firm in Austin and the surrounding areas, including Cedar Park. The office's location on Research Boulevard allows us to navigate market dynamics in Cedar Park as a suburb of Austin, giving you more tailored solutions for your financial portfolio.

Strategic IM distinguishes itself in Austin and Cedar Park with a range of credentials and certifications, including the Accredited Investment Fiduciary® (AIF®) designation. Our commitment to excellent service has earned us recognition as a 5-Star Wealth Manager by Texas Monthly over multiple years. These distinctions signify our dedication to delivering superior service and commitment to supporting our clients.

Retirement planning isn't solely about saving; it also involves managing your finances during your retirement years. This includes:

• Crafting a realistic budget that accounts for essential expenses like housing, healthcare, and daily living costs.
• Ensuring your investments align with your needs and risk tolerance.
• Considering other sources of income, like annuities or part-time work, to supplement your savings.
• Being prepared for unexpected expenses and long-term care needs.

Our team helps you design and regularly review your retirement plan, adapting it when needed to help you move toward the retirement you’ve always dreamed of. Are you ready to enjoy your retirement?

Do you want a professional retirement plan tailored to your goals, values, and objectives? Do you want clear steps to get to the retirement you desire? At Strategic Investment Management, we are dedicated to guiding you through every aspect of your retirement plan, from the early stages of saving to the rewarding years of retirement living.

Our Austin office is ready to assist client in the surrounding areas, including Cedar Park, as they create their unique path towards retirement. Contact us at 512.341.9898 or request a consultation online.