Best Financial Consulting Courses Austin Near Me

4worldlovers:
The challenges today are perhaps more perplexing than ever: entrenched inflation, stock market volatility, geopolitical unrest, and talk / fear of a recession or worse. We can help you navigate these turbulent financial waters to achieve your goals.


With our over 40 years of experience and acquired knowledge, we know that we can tailor a custom plan for you.


We believe everyone needs financial planning and the decision is whether to do it yourself (and you certainly can) or to get help (coaching).


We take an educational approach to working with our clients that has proven most beneficial in times of stress.

With the discipline and accountability of working with a financial advisor, we believe you are more likely to achieve your goals.

We start with a disciplined approach to first understand you, your risk tolerance, and your goals.

We then gather comprehensive data to know your current state and resources.

Then and only then will we begin to craft a plan with unique strategies using our 40 years of learning and experience to do so.

As an independent fee based advisor, we have the latitude to implement these strategies and monitor the progress towards your goals.

4worldlovers:
This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

North Star Resource Group is independently owned and operated and offers its own suite of products and services entirely independent of Securian.


Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with North Star Resource Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

4worldlovers: Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

4worldlovers: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

CapStar Financial, LLC, is a Registered Investment Adviser. Insurance products and services are offered and sold through Suzette Porter, an individually licensed and appointed agent. CapStar Insurance Services and CapStar Financial, LLC are separate companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

4worldlovers: Your “Thinking Partner” through all phases of life; Tuyyo Planning Group, LLC specializes in providing fiduciary and comprehensive ongoing financial planning and wealth management services to professionals, families, and retirees.

Unlike 90% of other advisors, we are legally required to always act in your best interest. And we like it like that!


Specializing in helping you financially prepare and plan as a family has a special place in our hearts. We believe whether through science, adoption, fostering, or natural methods, all people, no matter their sexual orientation, can be parents and role models to future generations.

Whether you want to hit the beaches of Costa Rica, ride camels to the ancient Sphinx, learn to tango in Argentina, volunteer locally with your grandkids, or spend more time passing on traditions to your family, we want to earn the opportunity to make this your reality.

Fully Transparent and we don't earn commissions or hidden fees on your investments.

Other advisors might simply focus on giving you what you want and when you want it, but neglect to discover why you want it.

First, we help you clarify your core principles and values when it comes to money, then we explore the options available in reaching your goals.

In a pursuit for higher profits, it is not uncommon for other advisors to take on more clients than they can adequately serve.

Tuyyo is a boutique firm committed to advising a limited number of clientle so that service, quality, and that personal touch are never sacrificed.

Other advisors could be working for broker/dealers and therefore performing the minimum standard of suitability when it comes to advice. There is a substantial difference between what is suitable for you versus what is in your best interests.

Tuyyo is completely independent and a Registered Investment Advisory Firm. We are legally required to do what is in your best interests and minimize conflicts of interest, as sworn to in the fiduciary oath.

Other advisors might be insurance agents “in disguise,” or brokers, who will try to sell you their proprietary products to earn high commissions.

Are you accumulating wealth for your retirement? We earn a flat annual fee for advice and wealth management.

Are you preserving your wealth in retirement? We earn a percentage of the assets we manage for you. This allows us to always focus on your needs, not the products!

We will help bring clarity to your financial life by assisting you in identifying your principles and values, to then bring your financial house in order; both at the "macro" level of investments (estate, retirement, insurance, tax, etc.) and the "micro" level of cashflow planning.

We will help you stay on course with your commitments by prioritizing your goals, outlining the steps needed to be taken, and regularly reviewing your progress towards achieving them.

We provide insight to help you avoid emotionally driven decisions regarding important money matters by being available to consult with you at key decision-making moments, by doing the necessary research to ensure you have all the information, and by disclosing any of our possible conflicts of interest.

We work with you to prepare, instead of repair, during life transitions by understanding where you are and what major transitions may be coming. From there, an action plan can be created ahead of time to address and manage these transitions.

We will explore what steps need to be taken in order for you to be successful in your specific situation by first gaining a thorough understanding of your situation, providing you with the necessary resources to facilitate your decisions, and explaining the risks and options associated with each choice.

We attempt to help you unlock the "best" you and life possible by always working collaboratively with you, on your behalf, and with your permission. We will take the time to clearly understand your background, philosophy, needs, and objectives, and we will always offer transparency around costs and our compensation.

My dream has been to create an environment where I can be close to my family, build a firm that will go above and beyond for my clients, and establish life-long bonds that will transform us all by becoming our best selves. Pinch me! I’m so grateful.