Financial Aurora, LLC
Financial Aurora is independent, not owned by any company, and is required to act as your fiduciary and put your needs first. Many financial professionals are not required to act as your fiduciary, which means they are NOT required to put your needs first. Does your current financial professional operate this way?
Services Financial Planning & Consulting Retirement Planning Retirement Income/Distribution Planning Education Planning Budgeting & Cash Flow Planning Home Purchase Planning Mortgage/Debt Management Planning Cash Reserves Planning Insurance Planning Estate/Will Planning Divorce Planning LGBT Needs Planning Charitable Giving Planning Corporate and Personal Tax Planning Inheritance Planning 401(k) Creation Business and Personal Financial Planning Planning for anything else that affects your money Using state-of the art technology Number of Meetings or Calls: 2-4 meetings per year and 2 calls per year Fees & Compensation: Fixed fee (ranging from $500 to $5,000) Investment & Asset Management IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs Retirement plan (401(k), 403(b), TDA) rollovers 401(k)s Non-Qualified accounts and regular (taxable) Brokerage accounts 529 & Coverdell Education Savings accounts Access to mutual funds, index funds, exchange traded funds (ETFs), individual stocks and bonds, options, and other investment types Access to annuities, fixed and variable, with and without guaranteed income/withdrawal benefits We're independent and don't have our own proprietary investments, so there's no bias in the recommendations Custom portfolios (including keeping specific investments that you want to keep and don't want to sell) Don't have time to look at your investments? Want to spend more time doing fun stuff? We monitor your investments for you. Insurance Life insurance Disability insurance (Income Protection Plans) Long-Term Care insurance Sunrise Investment Account IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs Non-Qualified accounts and regular (taxable) Brokerage accounts Access to mutual funds, index funds, and exchange traded funds (ETFs) State-of-the-art technology and one of the first independent fiduciary registered investment advisors to implement this service Easily step-up to the more comprehensive financial planning and/or investment management services above Online account opening by clicking on Open Sunrise Account.
Address: 3200 Steck Avenue, Suite 250 Austin, TX 78757, USA
Phone: +1 512 213 6400
FAX: +1 512 213 6401
