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Our Services

Client-Centric Services

At Himelick Financial Group, we put your personal financial planning needs at the very center of our proactive approach and team-based strategy. Through our client-centric financial services, our Austin financial planners are able to address your needs for the long haul and at every life stage, helping you find greater comfort and control over your financial life. Having a truly customized, holistic plan which is artfully coordinated and executed in every area can make a tangible difference in the realization of your goals and desires. From accumulation, to income distribution strategies, wealth transfer strategies and much more, we can help you clarify and prioritize your objectives and help keep you on the path to pursuing them. 

With our winning combination of renowned financial advisors representing years of valuable experience, and a variety of products and services tailored to your needs, we're here for you. 

Contact us today for a complimentary consultation. 

 For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Holistic Planning

When considering your financial future, the maze of prioritizing goals and trying to determine how to address or understand the full range of risks and opportunities, can be daunting. Our planning process takes the time to properly understand and diagnose your financial circumstances while providing actionable recommendations to assist you in creating a pathway to your vision for financial success and your ideal retirement situation. We'll work with you to develop, carry out and monitor a comprehensive plan for you which incorporates a best-fit combination of our services, tools and products to suit your needs and goals. 

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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Portfolio Management

We view portfolio management as a science and an art form. We carefully weigh your specific goals, objectives and timeline against your risk tolerances, the level of return needed over time to accomplish your goals, while taking into consideration when the monies will needed, effective diversification and tax strategies, as well as your personal perspectives and feedback. We review your holdings on an ongoing basis and recommend rebalancing on at least an annual basis. If you're thinking about investing with us, our financial advisors will work with you to customize your portfolio to suit your unique growth goals, risk level and time horizon. 

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Wealth Preservation 

Accumulating investable assets to meet your financial goals can be challenging, and we know the kind of efforts it takes for most families, individuals and businesses to accomplish this. Even when you reach your goals, you still face risks and the challenge of maintaining the value and income composition of your assets with consideration to inflation and taxes. To successfully preserve wealth is to understand the headwinds which it will face, and that's where we come in – and excel. Our wealth managers also work to coordinate tax and estate preparation as an integral part of your wealth preservation plan and for the benefit of the generations to come. 

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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Retirement Income Planning

As complex and challenging as the path to financial independence can be, the ability to navigate up to retirement with adequate assets and sustain an ongoing income stream net of inflation and taxes for those key years, can be even more difficult. Our financial planners are highly experienced in providing proactive retirement planning through ongoing oversight, risk assessment and interaction with your other financial and legal professionals. This process should not only take place as you head into retirement but must be monitored and reviewed consistently throughout your life, which is why we aim to serve you through every life stage. 

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Our Approach

We take a highly intentional and proactive approach to your financial planning and wealth management, helping you find a steady course toward your goals while avoiding common risks and roadblocks. 

Our Approach

About Us

Here at Himelick Financial Group, our team of dedicated professionals has decades of experience and a track record of excellence. We are team-oriented and will always take a teamwork approach to serving you and putting your needs first. 

About The Firm

Contact Us

With our winning combination of renowned financial advisors and a variety of products and services tailored to your needs, we're here for you. Contact us today for a complimentary consultation. 

Contact Us Today