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Wealth Management Services of Austin

901 South Mopac Expressway Barton Oaks Plaza 1, Suite 300
Austin, TX 78746

Phone:

512-478-0008

E-mail:

mail@wealthaustin.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

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OUR MISSION STATEMENT

Wealth Management Services of Austin, LLC (WMS) is committed to delivering financial wellness to our clients. This is accomplished through holistic life/wealth planning. Our mission is to assist clients in defining, assessing, and achieving their life and financial goals.

As a trusted financial and independent investment advisor, WMS strives to provide clients with advice that is in their best interest.

Clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate investment strategies that match the client's goals. This approach translates into the highest probability of a successful investment experience for them.

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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