OUR NAME
In 1842, innkeeper Angelina Eberly fired a cannon to warn Austinites of an attempt to steal the Texas archives and move the capital to Houston. The archives were recovered and Austin was secured as the capital of Texas. The City of Austin honors Eberly with a bronze statue on Congress Ave, and we honor this brave woman in the name of our firm.
OUR MISSION
Just as Angelina Eberly safeguarded her city and its legacy, we help women secure their financial goals and independence by protecting and growing their wealth. The wheel in our logo is both a tribute to Eberly’s cannon as well as a symbol of our planning process.
Financial security is an ongoing practice, not something you achieve once. The wheel of your financial life is always turning and all the spokes of the wheel work together to move you towards YOUR unique financial goals. We never set-it-and-forget-it. Our ongoing service plan ensures each spoke stays optimized for your ever-evolving life.
-
Cash flow and savings plan
-
Investing
-
Charitable giving
-
Pay for college
-
Tax strategies
-
Manage risk
-
Plan your estate
-
Retirement goals
-
Sudden wealth
-
Life changes
-
Career breaks
-
Value based investing
-
Selling a business
-
Caring for parents
OUR SERVICES
Hello
My name is Sara Seely
I have seen the dramatic effect financial security can make in a person’s life, the choices it offers to them and their family. I want to help more women achieve that freedom. We get there with thoughtful planning to set you on the right path and smart investing to grow your wealth. Click below to learn more about me.
WANT TO LEARN MORE
Connect for More Information