Augustine Financial

Augustine Financial is a Financial Planner in West Bend, WI. The firm provides holistic financial planning services designed to address the full scope of a client's financial life, from accumulating wealth in the years before retirement to managing the transition into retirement income and establishing a legacy. The practice serves individuals from all walks of life who are ready to organize their finances, make informed decisions, and use their resources to benefit loved ones and the community. Augustine Financial was founded in 2006 with a mission to help clients live with passion and purpose, free from financial worry. The firm operates on core values of integrity, caring, family, community, education, and giving back.

The West Bend office is part of a broader team that includes advisors based in Brookfield, WI. The staff comprises professionals with various designations, including Certified Financial Planner (CFP) professionals, Chartered Life Underwriter (CLU) holders, and Certified Financial Paraplanners. The team approach begins by understanding a client's personal story and goals, then mapping out a personalized plan that aligns financial decisions with personal aspirations. Services include comprehensive financial planning, investment management with a focus on diversified portfolios and risk assessment, retirement income planning, charitable giving, and legacy and estate planning. The firm emphasizes a collaborative, long-term relationship, aiming to provide clarity and confidence as life events and market changes occur.

Located at 111 S Main St, the office sits in the heart of West Bend's downtown area. It is situated just a short walk from several notable local landmarks. The Bend theater is about 85 meters away, while the public artwork Bird of Hope and Joy is approximately 122 meters from the office. The Museum of Wisconsin Art (MOWA) is located roughly 204 meters away, and Settler Park is about 229 meters from the building. These landmarks place the firm within a vibrant cultural and community hub in the city center.

Augustine Financial holds a 5.00 rating based on customer reviews, reflecting a positive experience for those who have engaged with the firm. The practice is known for its focus on holistic planning and its commitment to building trusting, long-term relationships with clients in the West Bend and Brookfield areas.

As a financial planning firm in West Bend, Augustine Financial combines professional expertise with a personal approach to help residents navigate their financial journeys with confidence.