At United Capital Austin, we understand that successful investing for retirees is different.  This money is very important and cannot be replaced.   We believe there is always a smarter and safer way to invest if you’re retired.  However, we believe it’s just as important that we both feel secure about working together and that develops through communication, transparency, and building relationship.

We are proud of the work we are doing for our clients, and we welcome the opportunity to share ideas on how we could help you. Please click here to visit the website for our office location in the Rio Grande Valley.

What Makes Us Different?

There is a big difference between pre-packaged and custom, between off-the-rack and hand-tailored, and we’ve all tasted the difference between a combo-meal and a chef-prepared dinner.  Everyone knows which one is better, yet many financial institutions still try to meet your unique investment goals by picking one of their pre-assembled, asset allocation portfolios.  Asset allocation is a unique balance of stocks, bonds, and other investments designed for a client portfolio; however, many firms have their models already created and posted on their company website.   How can a firm create a custom solution built around your life before they ever met you? They can’t.

Our Clients

Our clients have sold their businesses, many have retired from a large corporate employer like 3M, and a growing number of clients are beneficiaries of the recent oil and gas boom in the Eagle Ford Shale. While each group is a little different, they share a few important similarities.

  1. They have worked very hard for this money (fewer than 2% have inherited their wealth).
  2. This money is irreplaceable and needs to be invested wisely to support families for the rest of their lives.
  3. All of our clients are deeply focused on family, community, and faith.
  4. We take this responsibility very seriously, and we are honored that our clients and friends have chosen our team to help them achieve such important personal goals.
Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies.
Check the background of this investment professional on FINRA’s BrokerCheck.