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Phone: (512) 498-PLAN (7526)
[email protected]


What We Do


Delivering superior service is our primary goal. Our clients can count on a unique one-on-one experience when we evaluate their wealth management needs. PlanningWork$combines its client-driven approach with personalized service, vast portfolio management capabilities and substantial research and educational resources. Because we value the quality of client relationships we are better able to effectively meet each client's individual needs.

In addition to regular interaction with the PlanningWork$ team, clients receive a weekly market commentary, a monthly lifestyle newsletter and other timely updates.


Life and Business Strategies...Start the Journey

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

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 [email protected]. 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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