POWELL FINANCIAL PARTNERS

CONNECT

Address:

4749 WILLIAMS DRIVE, SUITE 323
GEORGETOWN, TX 78633

Phone:

512.249.6780

Client Services

Powell Financial Partners, Georgetown, TX, Retirement Planning and Estate PlanningCOMPREHENSIVE FINANCIAL SERVICES

 

Client Service and Communication

  • Frequent communication to establish your financial goals and chart a timeline for accomplishments
  • Financial document organizing using a customized organizer for all financial documents
  • Monthly research and special reports on various wealth management topics
  • Invitation to seminar events, including client appreciation events (guests welcomed)

Wealth Management Services 

  • Regular investment review meetings with your advisor to ensure you are on track to working towards your goals and effectively navigate risk
  • Design and maintenance of personalized investment solutions and a portfolio appropriate to your needs
  • Recommendations regarding allocation and positioning of funds
  • Ongoing due diligence and monitoring of investments
  • Access to a professional investment team to comprehensively support your needs and questions

Tax Planning Strategies 

  • Comprehensive review of your tax return to highlight opportunities for tax minimization strategies 
  • Annual review of your tax situation and planning to incorporate any new tax strategies
  • Free consultation with your tax preparer

Retirement Planning

  • Analysis of your current and future income needs to drive investment decision making
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
  • Recommendations regarding appropriate strategy for Social Security payment options 

Insurance & Specialty Planning

  • Philanthropic solution through review and assessment of family goals and charitable values
  • Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
  • Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to determine tax and cash flow implications
  • Small business operational strategies to include tax planning, business purchase review and valuation

Estate Planning Strategies

  • Analysis of your current estate plan and concerns
  • Free consultation with your estate planning attorney
  • Assistance in transferring assets to your living trust 
  • Guidance with the appropriate and necessary steps in the event of the death of a loved one

Financial Education, Financial Planning, Education, Austin, TX, Investments, Advising, Voya Financial, Insurance, ROTHEducation

Our team works diligently to provide continuing education to investors through meetings, events, print communications and conference calls. We also provide financial planning seminars monthly throughout the Greater Austin Area. Facilitated in a round-table format, these events offer ongoing education for our clients and their valued guests. Financial Advisor, Mickey Powell, is part of Voya Financial Advisors Retirement Readiness program and provides education to corporations and government agencies, as well as community organizations and churches.

The content covered in the seminars is timely information designed for specific audiences highlighting retirement planning, estate planning strategies, social security, asset protection, and retirement.


Please contact jennifer.powell@voyafa.com for upcoming event information, or to request a seminar at your business or organization.

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.