Laura Lion is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Mather Group in Austin, TX and the surrounding communities.
We offer long-term family financial planning and investment management services to a select cadre of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions.
If you become a client of Barnett Financial, our team is your team for the long haul. Explore the five key benefits that make us different.
1. DEEP UNDERSTANDING
The heart of financial planning isn’t about asset allocation and rates of return — it’s about you. Your financial plan must be designed to put your wealth to work towards your goals.
From retiring early to funding a college education or two, to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a comfortable, proven process designed to unearth details, create dialog, and build a basis of shared understanding.
2. TAILORED ADVICE
At Barnett Financial, you don’t have to fit into any standardized portfolio or pre-conceived category. To us, each customer is an individual with a unique constellation of past experiences and current concerns that shape investment priorities.
We take the time to assess your situation, including your age, risk tolerance, cash flow needs, tax position, and current investments, and tailor our recommendations specifically for you. As we like to say, “You just be you. We’ll do the rest.”
3. TRUSTED SOUNDING BOARD
There’s a certain peace of mind that comes from working with an experienced financial planner you can really trust. Our customers tell us they spend less time worrying about interest rates, allocations, or estate planning and more time living life. We love to hear it.
We are proud to help our clients “worry less and act more” in ways that support their long-term happiness. In fact, our small size and committed team means we often come to serve as a trusted sounding board on a variety of issues — some of which are only tangentially related to money.
Wealth, and the opportunities and responsibilities that come with it, can be extremely emotional. You need a partner you can trust to discuss a full range of financial and emotional ramifications for you and your family. Our ability to be there for customers whenever they need trusted advice is why we’re so passionate about our work.
4. ALIGNED INTERESTS
Barnett Financial is a fee-only firm, which means we charge only a percentage of total assets managed. In addition to being simple and transparent, our fee structure naturally aligns our interests with yours. You’ll never have to think twice about your financial planner’s motivations — when you succeed, we succeed.
Barnett Financial is also a Registered Investment Advisor. Unlike many broker-dealers, we have a fiduciary duty to our clients, and are therefore legally required to put your interests first. Before you hire a financial professional, confirm that he or she is a Registered Investment Advisor with fiduciary obligation to his or her clients.
Beyond our fiduciary duty, our team feels a strong sense of personal responsibility for each of our clients, and strives to treat our clients the way we would want to be treated ourselves.
5. HOLISTIC HELP
Our team is your team. We offer a holistic approach designed to simplify your life, not complicate it. Barnett Financial works to coordinate services you may be receiving from other financial and legal professionals such as your accountant, insurance agent, attorney, and other advisors. Above all, our goal is to help ensure that all such services you receive support the financial goals you’ve outlined to us.
Furthermore, should you require additional services or recommendations, Barnett Financial is pleased to provide access to best-of-breed legal, accounting, and insurance professionals through our deep network of partners and advisors. Just let us know how we can help.
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