Tax-Efficient Retirement Planning in Austin, Texas
Step into Retirement With Confidence
Partner with an award-winning advisory team that coordinates your wealth, tax and estate strategies into one cohesive plan.
Financial Guidance You Can Count On
Central Texas families trust CapStar because of its tenure, recognition and results that
speak for themselves.
Years in Business
Assets Under Management
Families Served
Navigate the Toughest Questions Retirement Brings
The transition from your working years into retirement raises questions that deserve real answers. You may be asking:
Will my tax burden be higher or lower in retirement?
Can I keep my lifestyle, travel and still afford care if I get sick?
What questions do I not know to ask?
You deserve clear answers and a team that brings every piece together.
Your Trusted Retirement Guide in Central Texas
Lean on a Team That Understands What’s at Stake
Suzette Porter leads CapStar’s team as one of Austin’s most recognized advisors, a five-time Five Star Wealth Manager and longtime host of the Financial Wise podcast. The firm serves as the hub of your financial wheel, coordinating wealth management, tax strategy and estate planning so nothing falls through the cracks.
We provide white-glove guidance built on experience, tenure and a passion for the families we serve.
Our Retirement Planning Process
Define Your Clear Path to Retirement
Our CapStar Redline Report process helps answer your planning questions through four simple steps:
1. Vision
Tell us what you want your retirement to look like, and we’ll help you define what matters most.
2. Assessment
We review your current situation and pinpoint your retirement income needs.
3. Strategy
We craft a tailored plan designed around your goals, timeline and tax picture.
4. Ongoing Relationship
We meet regularly to review your progress and adjust as life changes.
Benefits of Working With a Financial Advisor
Retire With Clarity,
Confidence and Confirmation
Picture a retirement where the numbers, tax strategy and legacy all work together. That’s the reality of retiring with CapStar. Families who work with us experience less guessing and more living.
Clarity
Gain clarity on exactly where you stand and where you’re headed.
Confidence
Achieve confidence in income designed to last through every season of retirement.
Confirmation
Receive confirmation that you’re with the right team for this next chapter.
Frequently Asked Questions
Answers to commonly asked questions about our approach and offerings.
We work primarily with families in Austin, Texas, and the surrounding Central Texas region. We focus especially on individuals and couples aged 55 and older who are nearing or already in retirement with $500,000 or more in investable assets. Many of our clients come from business-owner or executive backgrounds and appreciate a conservative, legacy-driven and tax-efficient approach to planning.
We serve as the guiding star for your financial life, bringing your wealth management, tax strategy and estate planning strategy together in one coordinated plan. We collaborate directly with your existing attorney and accountant to build a unified strategy in which every decision supports the others, not works against them.
Explore our FAQ page or contact our team today.
Speak With a Financial Advisor
Bring Your Financial Picture Into Focus
You don’t have to navigate retirement planning alone. Request a complimentary, no-pressure conversation about your goals, questions and future today. We’ll help you see what’s possible and chart a clear, confident path to retirement.
