Guiding You Toward a Clear and Confident Financial Future
At Lucien, Stirling, and Gray Advisory Group, we provide personalized, fee-only financial planning that helps you pursue your financial goals without the conflict of commissions or product sales. Whether you need a second opinion on your current financial situation or are seeking a comprehensive plan for your future, we’re here to guide your steps. Our financial advisors based in Austin, TX work with you to define and clarify the purpose for your money, offering clear advice and solutions that address your specific needs, goals, and concerns.
Our Fee-Only Financial Planning Includes:
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Retirement Planning: Plan for a stable retirement with guidance on Social Security strategies, Medicare planning, retirement income, and required minimum distribution (RMD) strategies. |
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Investment Management: We take a holistic approach to your financial planning, where investment management isn’t just a standalone service—it’s seamlessly woven into your entire financial strategy. We guide you in designing a diversified, goal-oriented portfolio that optimizes returns and aligns with your broader financial objectives. |
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Saving and Spending Analysis: Strike the right balance between saving for the future and enjoying the present, helping you make confident decisions about your financial priorities. |
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Education Planning and Funding Strategies: Navigate the complexities of saving for your children’s or grandchildren’s education with tax-efficient strategies and planning tools. |
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Tax Planning and Portfolio Optimization: Reduce your tax burden with smart tax strategies that complement your investments and overall wealth-building goals. |
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Estate and Legacy Planning: We work alongside your estate planning attorney to develop a coordinated estate plan tailored to preserving your legacy. Our role includes regularly reviewing and coordinating trusts, wills, account titling, and beneficiary designations for effective implementation. |
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Insurance & Risk Management Review: Safeguard your wealth and your long-term plans with an in-depth review of your insurance coverage as we help you align it with your obligations and responsibilities. |
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Employee Benefits Review: We help you maximize the value of your workplace benefits by evaluating your employer-sponsored retirement plans, insurance options, and executive benefits. |
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Qualified Plan Review for Small Business Owners: For business owners, we provide guidance on selecting and managing qualified retirement plans, investment allocations, and asset management strategies to help you optimize plan operations. |
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Get a Second Opinion
If you’re not entirely comfortable with your current financial situation or investment plan, it’s time to get a second opinion. At Lucien, Stirling, and Gray Advisory Group, we offer objective advice that is completely fee-only, so you can trust our recommendations will be based solely on your best interests.
Client Testimonial
LSG has handled my investments for over twenty-five years, during which I’ve gone through numerous changes, both personal and professional. They’ve made each stage easier by providing great peace of mind. Knowing that my investments are being wisely cared for means I can focus on my priorities.
And that is where Chris Vasquez has been a godsend. Chris not only knows financial planning inside and out, but since he’s also a terrific listener, he knows what matters to me—and what doesn’t.
Because of Chris Vasquez and LSG, I not only have a secure financial future; I have a life which reflects what I most value: being able to care for the people I love, and do things I’d never dreamed possible. — Amy
Disclosure: Amy has been a client of LSG since 2001. Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Amy did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
Get Started With an Initial Consultation
Your journey toward financial confidence starts with a complimentary, no-obligation consultation. Come sit with us for an hour and let’s explore your options and possibilities. Contact us today.