Financial Services, Fiduciary, Financial Planning, Retirement Income

Purcell Financial Solutions Group

Live for today. Plan for tomorrow.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Our Mission

We provide established professionals with tailored, comprehensive financial planning services that empower them to retire confidently on their terms.

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Advice Works

Client Portal

30

Years of Experience

2

Local Offices

We Stay Focused on Market Trends, so You Don't Have To

Prudent Wealth Management

Live for Today—Plan for Tomorrow.

At Purcell Financial Solutions Group, we empower individuals and families to make informed financial decisions through client education and teamwork. We specialize in retirement planning, college savings, and estate strategies, offering personalized services tailored to your unique needs and goals.

With over 30 years of experience, our professionals guide you through every life stage. Located in Austin and Dallas, Texas, we're here to help you navigate your financial journey.

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What We Offer

We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance.

Advisory Based Services

You've worked hard and now its time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement. See our Advisory Based Services.

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Client Service Model

We believe small businesses are the backbone of America. At Purcell Financial Solutions Group, we do our utmost to help you thrive in today's competitive marketplace.

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Customized Solutions and Services

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments. See our Customized Solutions and Services.

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Financial Planning Action Steps

Step 1: Discovery Session

Review the planning process.
Discuss your goals and fees associated with working together.
Determine if we are a good fit for one another.

Step 2:
Strategy & Solutions

Refine short/long term goals.
Review cash flow.
Review assets and liabilities.

Step 3:
Action & Review

Presentation of consolidated written financial plan.
Implement your custom plan.
Consolidate accounts.
Review progress.

Step 4:
Ongoing

Recommend two to four service contacts/year.
Plan updated as needed.
Update suitability per SEC requirements.

Learn How We Can Help You

Schedule a Meeting

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our Team