Alex Austin
Bloomfield Hills, MI
“I am committed to providing unbiased, client-centric financial guidance with a focus on comprehensive financial planning and investment management for all my clients.”
Alex enjoys meeting clients at various financial stages, catering to their individual needs with a comprehensive strategy. His method is educational and cooperative, centered on crafting personalized financial roadmaps. He is committed to providing client-centric financial guidance, with a focus on planning and overseeing investments.
Alex works with clients to create financial roadmaps to plan for the future. He specializes in Financial Planning & Analysis, Retirement Planning, Investment Management, Tax Optimization, and Debt Management.Â
Various individuals and families progress from accumulating financial assets to transitioning through the distribution stage, spanning from initial wealth-building to guiding clients into retirement.
Becoming a financial advisor stemmed from my quest for a more personally fulfilling journey. The desire to make a positive impact on people's lives and guide them towards financial stability and success has been a driving force in my career choice. I see my role as a financial advisor not just as a profession, but as a passion to empower my clients and their families. By providing tailored financial advice and strategies, I aim to help them navigate through financial challenges, achieve their goals, and secure a prosperous future.
Various individuals and families progress from accumulating financial assets to transitioning through the distribution stage, spanning from initial wealth-building to guiding clients into retirement.
Financial Planning & Analysis
Retirement Planning
Investment Management
Tax Optimization
Debt Management
Creating the roadmap to reach client’s financial goals
Retirement modeling
Portfolio optimization
Increasing their savings rate
I enjoy meeting clients at various stages of their financial journey and I meticulously pinpoint and tackle their distinct needs with a holistic strategy approach. My approach with clients is educational and collaborative, I want my clients to ask questions as we work together to create a tailored financial roadmap for their future. I am dedicated to delivering impartial, client-focused financial counsel, emphasizing comprehensive financial planning and investment oversight. Â
Providing clients with peace of mind that they are on a better pathway to achieve their financial and retirement goals is a cornerstone of my service. My tailored approach, backed by experienced guidance and personalized strategies, aims to ensure that each client's unique aspirations are not just met, but exceeded.
The Savvy team embodies a “can-do” attitude, backed by robust financial planning resources, investment experience, and cutting-edge technology tools. Savvy will help me elevate client’s financial planning experience through continuous evolution, refining processes and enhancing offerings.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
