Home | Financial Planning | Investment Advice | Taxes | About Us

About Augustine Financial Solutions LLC…Taking the Worry Out of Your Financial Future Is Our Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Jeffrey B. Augustine, CFA^®, CFP^®, is the owner and principal of Augustine Financial Solutions LLC. He enjoys working with clients to resolve their problems and concerns about money so they may realize their life’s dreams and goals. He is a CFA charterholder and brings expertise developed over 30 years as an investment professional. Jeff holds a Bachelor of Science degree from Loyola University Chicago.

He is an active member of the Boston Security Analysts Society, Inc. a founding member Society of the CFA Institute, and NAPFA, the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Jeff is also a member of ACA, the Alliance of Cambridge Advisors, an organization that pioneered truly holistic financial planning for individuals and families.

Jeffrey B. Augustine, CFA^®, CFP^®, founded Augustine Financial Solutions in 2009. Prior to that, he provided consultant services to Standard and Poor’s, Investortools, Inc. and Upstream Technologies, LLC. Prior to consultancy, Jeff was a Senior Vice President in the investment division at Putnam Investments. Prior to joining Putnam Investments he was Senior Vice President and Portfolio Manager at Colonial Mutual Funds, now known as Columbia Management. Before relocating with his family to Boston from Chicago, Jeff was a Partner in the Chicago Board Options Exchange (CBOE) member firm of Naegele Augustine & Company.

Away from work, Jeff enjoys family activities especially getting to that occasional Red Sox or Celtics game. He volunteered as a coach in youth sports, and has served as a leader in Boy Scouts and Cub Scouts. Today Jeff is an active musician with St. Mary’s Lifeteen in Dedham, MA, and with Lift Ministries.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

FREE
Workbook & Articles

More Free Tools

“I believe clarity and confidence about your financial future can provide a better life for you today.”