Austin Preece
Financial Planner for young professionals, real estate investors, and entrepreneurs
- Role
- Financial Planner at Preece Financial Services
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Austin Preece
Do you ever get stressed when you think about complicated money things? Yeah, I help make that stress go away. Here\'s what I do: I help you pay the lowest legal amount of tax over your lifetime. I help you make sense of the complicated areas of your finances. I help you protect yourself and your family from unforeseen events. I help you decide on the next best action. I help you. Buy the house Put the kids through school Pay off your debt Take that trip to Europe Whatever you\'re looking to accomplish, that\'s what I help you do. The people who tend to get the most value out of working with me tend to fall into at least one of these categories: You have 10 or more years of work left You own one or more rental properties You started or run a business Do I work with people who don\'t fall into any of those categories? It depends. I\'m going to help you find the best person to do the job. Sometimes that\'s me, and sometimes it\'s not. But scheduling a meeting with me is an easy first step to get you moving in the right direction.
Experience
Financial Planner
Aug 2023 — Present · Eau Claire, WI, US
Education
Pontificia Universidad Católica de Valparaíso
Spanish Language and Literature
2017 — 2017
University of Wisconsin-Eau Claire
Bachelor of Business Administration - BBA, Finance, General
2016 — 2020
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