Augustine Financial Solutions LLC specializes in solving problems for investment professionals who have no time. Frequently, they are the financial decision-maker in the family, but have no trusted adviser for the family to work with if they were gone.
I solve problems for these people who need unbiased, quality advice around investments, asset allocation, tax planning, estate issues, insurance, retirement, tax preparation, and education planning.
My objective is to provide clients with quality, fee-only advice for a great life.
I bring expertise developed over 25 years to solve client problems. That expertise was developed while a member of the Chicago Board Options Exchange, and during my combined 17 years at major Boston investment management firms.
To remain current on information to serve my clients, I am active in several professional organizations in addition to FPA. They include, the CFA Institute, the Alliance of Cambridge Advisors, NAPFA, the Boston Security Analysts Society and the Boston Estate Planning Council.
My Bachelor of Science degree is from Loyola University Chicago where I was also president of the EK chapter of Tau Kappa Epsilon fraternity.
I am active in youth and young-adult music ministry at St. Mary's Church in Dedham, MA and with Lift Ministeries. I've coached youth sports including basketball, baseball, soccer, and swimming.
My family and I have made our home in Needham, Massachusetts for more than 20 years.
