Welcome to the Austin Tax and Financial 

715 Columbia Ave | St. Joseph, MI 49085

Retirement Planning | Taxes | Investments | Insurance

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Send us a Messageinfo@austinfinancial.us
Give us a CallOffice 269-429-1585
Office HoursMon-Fri 9am-5pm
  • Home
  • About Us
    • Our Vision
    • Our Team
  • Our Services
    • Retirement Planning
    • Tax Prep and Planning
    • Social Security
  • Resources
    • Long Term Care
    • Risk Evaluation
    • Retire Early
    • Income and Taxes
    • IRA & 401k Rollovers
    • Life Insurance
    • Annuities
    • Disclosures
  • FAQs
  • Contact Us
Retirement Planning | Taxes | Investments | Insurance
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disclsures-2025

admin April 18, 2025

disclsures-2025

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Contact Us

Office (269) 429-1585
Fax (269) 429-5227

715 Columbia Ave
St. Joseph, MI 49085

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered Investment Advisor.

Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, insurance products, or investment strategies discussed herein.

Contact Us

Office (269) 429-1585
Fax (269) 429-5227

715 Columbia Ave
St. Joseph, MI 49085

Contact Us

Office (269) 429-1585
Fax (269) 429-5227

715 Columbia Ave
St. Joseph, MI 49085

Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, insurance products, or investment strategies discussed herein.

  • Home
  • About Us
    • Our Vision
    • Our Team
  • Our Services
    • Retirement Planning
    • Tax Prep and Planning
    • Social Security
  • Resources
    • Long Term Care
    • Risk Evaluation
    • Retire Early
    • Income and Taxes
    • IRA & 401k Rollovers
    • Life Insurance
    • Annuities
    • Disclosures
  • FAQs
  • Contact Us