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Astoria Strategic Wealth

6 Reasons to Work with a Financial Professional

Here are six reasons to work with a financial professional no matter what life stage you’re in.

Investment advisory services offered through Astoria Strategic Wealth, a registered investment adviser. This site is published for residents of the United States only. We only conduct business with residents of the states and jurisdictions in which we are properly registered. Astoria Strategic Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact Brian Cox at 888.321.7374.

Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, Fiduciary, Financial Planning and Investment Management in Austin, TX. We are a Texas-based firm serving clients nationallly. We maintain offices in Dallas, TX, Ft. Worth, TX, Austin, TX, Houston, TX, San Antonio, TX, Montgomery, TX, Lubbock, TX and New Braunfels, TX.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Astoria Strategic Wealth, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Astoria Strategic Wealth, Inc., an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services except in areas where legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Astoria Strategic Wealth, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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* Astoria Strategic Wealth conducts business by appointment only.

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* Astoria Strategic Wealth conducts business by appointment only.

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Do you or does anyone in your household? Check all that apply. Work in the medical industry? Own or want to own a business/business interest? Consider yourself an independent woman?

How can we help? Check any that apply. Newsletter subscribe Looking for a financial advisor for the first time I have an advisor, but considering a change or seeking a second opinion Single decision assistance (eg. vacation home, liquidity event, retirement readiness) Education planning / payments Seeking tax planning strategies and assistance Life events such as marriage, birth, death, divorce, job change, inheritance, etc. Retirement planning Investment management Seeking comprehensive goal planning and account consolidation Asset protection Debt management and cash flow strategies Trustee - Executor - Executrix responsibilities Other

Age Under 30 30-39 40-49 50-59 60-69 Over 70

Liquid Investment Base Less than $100,000 Between $100,000 - $500,000 Between $500,000 - $1,500,000 Between $1,500,000 - $3,000,000 Over $3,000,000

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