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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. 

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. 

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic
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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. 

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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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. 

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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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. 

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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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