PlanningWorks
Financial Services - Austin, TX, US
PlanningWorks Employees
PlanningWorks Senior Management
PlanningWorks Details
PlanningWorks delivers personalized investment advice through an extensive financial planning and investment strategy process designed to help clients assess their current financial situation, analyze their life goals and implement sound, long-term strategies.Founded in 1999, Lisa Allen and Mikiel Featherston joined forces to define a unique approach to wealth management. Both have a long history in the financial planning industry and have watched it change over the last 20 to 25 years. They agreed there needed to be something more for people and businesses looking to manage and secure their wealth. PlanningWorks does just that by offering clients a multi-disciplined wealth management practice; a single platform through which all of a client's financial matters are managed, including assets, private documents, financial and estate plans, and retirement and cash flow models.Disclosure: Securities offered through Calton & Associates, Inc. member FINRA/SIPC. OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Advisory services offered through Waterloo Capital, L.P. an SEC Registered Investment Adviser. Calton & Associates, Inc., Waterloo Capital, L.P., and PlanningWorks are separate entities.
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