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Gary Montgomery, CFP®

Wealth Security LLC

100 Congress Ave
Suite 2000
Austin, TX 78701
Phone: (877) 256-1681
Fax: (877) 276-5696

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Government & Military
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.