Austin First Financial

Austin First Financial is a financial planner in Austin, TX, specializing in retirement income strategies, tax-efficient planning, IRA and 401(k) rollovers, asset preservation, and legacy solutions. The firm serves individuals and families throughout Austin, helping them build personalized financial plans tailored to their unique goals. With a 5.00 rating, the business is recognized for its client-focused approach and comprehensive service offerings.

Scott Campbell, RICP®, serves as the firm’s president and lead advisor, bringing over 20 years of experience in retirement and investment education. He has taught retirement planning, Social Security, and tax strategies through the University of Texas Informal Classes program and Extellent Professional Development Centers. The RICP® designation, awarded by The American College, reflects his expertise in retirement income planning. The firm follows a structured three-step process, Dream It, Plan It, Live It, designed to align financial strategies with clients’ long-term visions. Services include wealth management, IRA legacy planning, and investment guidance, all delivered through an independent advisory model that allows access to a broad range of financial products and strategies.

Located at 1502 West Ave, Suite 204, the business sits near the Austin Community College Rio Grande Campus, about 0.2 miles from the Austin Recreation Center park and within 200 meters of the Daniel H. Caswell House and Sparks House memorials. The office is situated on a main road near West 15th Street, placing it within a well-connected urban district.

Austin First Financial is known for its thorough, well-documented online presence and a website optimized for clarity and accessibility. The firm stands out for its independent advisory model, deep expertise in retirement income planning, and commitment to helping clients achieve sustainable financial outcomes.

As a trusted financial advisor in Austin, the firm combines personal expertise with a client-centered approach, helping residents secure their financial futures with confidence.

Services:

• Asset Preservation
• IRA Legacy Planning
• Retirement Planning
• Tax-Efficient Strategies
• Wealth Management