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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. 

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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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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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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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. 

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.
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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. 

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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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