GUIDING YOUR FINANCIAL JOURNEY


financial advisor Austin TX - Safe Landing Financial

MINIMIZE TAXES. OPTIMIZE INVESTMENTS. ENJOY RETIREMENT ON YOUR TERMS!

SERVICES



Financial Planning


Retirement Planning


Investment Management


Social Security Optimization


Tax Planning


Insurance Planning


Estate Planning


Transparent Pricing

WHY SAFE LANDING FINANCIAL?


Fiduciary

We are legally sworn and obligated to place our clients’ best interests ahead of our own interest.


Fee-Only

We are only compensated by clients. There are no hidden fees, including commissions for product sales or referrals.


CERTIFIED FINANCIAL PLANNER™

A CFP® Professional is required to pass personal financial planning education and a comprehensive exam, demonstrate experience and adhere to ethical standards.


FINANCIAL PLANNING CASE STUDIES



Planning for Retirement Case Study

PLANNING FOR RETIREMENT


Eric (50) & Kelly (48)

Learn what steps Eric and Kelly are taking right now to prepare for their future retirement lifestyle.

READ THEIR STORY


Planning in Retirement - Seeking Financial Peace of Mind - Case Study

PLANNING IN RETIREMENT


Jack (64) & Rebecca (60)

Learn what steps Jack and Rebecca are taking in planning during their retirement years.

READ THEIR STORY


Planning Financial Future- Seeking Financial Confidence- Case Study

PLANNING FOR THE FUTURE


Gloria (40)

Learn what steps Gloria is taking right now in her career to prepare for the future.

READ HER STORY


PLANNING YOUR FUTURE BY PUTTING YOUR BEST INTERESTS FIRST


When you work with Safe Landing Financial, you work with Brian Fry CFP®, a fiduciary that puts clients’ best interests first. Financial planning services include: retirement planning, investment management, Social Security optimization, tax planning, insurance planning, estate planning and transparent pricing.

Having a financial plan and investment strategy that updates as life changes empowers you to maximize money throughout your life and a leave a legacy for those you care about. Our clients focus their time and energy on what matters most to them and value appointing an expert for financial guidance.

Safe Landing Financial is an Austin, TX fee-only financial advisor providing financial planning, investment management, and retirement planning services. Safe Landing Financial offers financial planning services around the Austin metro area in Round Rock, Cedar Park, Georgetown and Pflugerville, Texas. Need help planning your financial future outside the Austin, TX metro area? Safe Landing Financial serves as a virtual fee-only financial advisor to clients nationwide.


Ready to customize a financial plan to help minimize taxes, optimize investments, and ensure your money lasts through retirement?


AUSTIN, TX FEE-ONLY FIDUCIARY FINANCIAL ADVISOR AFFILIATONS

We are proud to be affiliated with these organizations.