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Phone: (512) 498-PLAN (7526)

Team News

Happy Thanksgiving!

Wishing you and your family a Happy Thanksgiving from your PlanningWorks Team!


World Golf Championships

PlanningWorks having fun with friends at the 2016 World Golf Championships!

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Wrap Party

We had a blast helping wrap gifts with friends at our Gift Wrapping Party - hosted by Lisa Allen & Laura Featherston

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Staff Summer Fun!

The PlanningWorks staff and friends had a blast seeing Earth Wind & Fire and Chicago at the Austin360 Amphitheater

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The Near-Perfect Investment

Once an individual or family has reached a point in their lives that they have enough income to easily pay their basic living expenses and other bills, they often desire to put their excess monthly cash flow to work in an investment.

T-Man Reunion

Mikiel Featherston attended The University of Texas at Austin Football Letterman’s Reunion the weekend of April 18th – here he’s pictured with current UT head football coach – Charlie Strong. He is also pictured with the oldest living T-Man – John Henderson – age 102(!) who graduated in 1945.  Although he seldom talks about his prior life’s achievement, Mikiel was a 4 year (1972-1976) UT scholarship football player lettering in 1975. Hook ‘em!

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Determining Your Risk Tolerance

Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important objectives.

PlanningWorks supports Amplify Austin

We want to remind you of Amplify Austin's 24-hour fundraising day starting TOMORROW at 6:00pm. The goal is to raise $7 million in 24 hours for Central Texas nonprofits!
Sometime between 6:00pm on Thursday, March 5th and 6:00pm on Friday, March 6th, please:
•    Go to Amplify Austin
•    Select your favorite nonprofit, searching by name or category
•    Make a donation to your favorite nonprofit
•    Enter your credit card information on the secure site - any amount helps
•    All donations made on Amplify Austin are 100% tax deductible 
•    Feel great about supporting our Central Texas community

We also wanted to remind you that you can also go online anytime before 6:00pm tomorrow and schedule your donation through the Amplify Austin homepage!
If you have more questions, please check out the FAQs page.
Community support is a key focus for Lisa, Mikiel & the PlanningWorks team, here are some of our favorites:
Impact Austin
Mobile Loaves and Fishes
The Junior League of Austin's FIT - Food In Tummies Program
Sammy's House
...and many more
Thank you for your help, let's support our Central Texas nonprofits together through Amplify Austin!

The Cost of Waiting to Save (Video)

Understanding Investment Risk

All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to take.

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Life and Business Strategies...Start the Journey

CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 •

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.


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