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Phone: (512) 498-PLAN (7526)

Financial Planning

We help our clients develop a financial blueprint for wealth building by setting financial objectives and developing a plan to help meet their goals. A personalized financial plan can piece together a client’s retirement and can enhance their financial security. Our services include:

  • Retirement analysis
  • Wealth management, both strategic and tactical
  • Education funding strategies, secondary and college
  • Estate and asset protection
  • Risk management such as long-term care planning
  • Legacy Planning

With the vast number of investment products and increasingly complicated tax laws, it’s difficult for individuals to find the time to create a strategic financial plan. PlanningWork$ plays an essential role in clients’ lives by bringing expertise and resources to meet their financial goals.


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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