About Us

ASSURE Financial Services is an independent and privately-owned firm headquartered in Austin, Texas. Our mission is to provide unbiased fiduciary and investment advice to company-sponsored retirement plans and to individuals. We serve a diverse clientele, ranging from corporations to small business owners and professional practices, from young professionals to those in retirement.

Core Beliefs That Guide Us

• We take a “client-first” approach with all our services, built upon the desire to create the best possible outcomes to help address their goals.
• We develop long-term relationships through a commitment to quality, dependable client service.
• We staunchly believe in doing the right thing for our clients—every time and in all circumstances.
• We believe it is our obligation to ensure our clients understand the fees they pay and the services they receive in return.
• We enjoy our work and try to make the most of our creative enthusiasm to benefit our clients.
• We know that concise, clear, proactive and ongoing communications with our clients are imperative.
• We understand this is a relationship business. It is important for clients to feel comfortable with their investment advisor: to trust their recommendations, to enjoy their interactions, and be assured of their mutual goals.

We hope you will come to depend on ASSURE Financial Services as your source of trusted advice.