Signal Wealth Advisors

We are so excited to welcome Rachel Kleinman, CFP® to our Signal Wealth Advisors team!

Rachel brings a decade of experience from Dimensional Fund Advisors, where she developed deep expertise in capital markets and worked closely with financial advisors on portfolio construction, market insights, and client communication. Most recently, she served as Co-Head of the Client Relationship Group, leading a team of 130 and focusing on leadership development, training, and mentorship.

Her background, expertise, professionalism, and overall passion for the work she does will be an incredible addition to our already amazing team.

Please help us give her a warm welcome!

We are thrilled to announce our newest addition to the team! Sarah Bremer joins us as an Associate Financial Planner. Sarah and our Founder, Carli Smith, CFP® have several years of experience together, as they were a dynamic duo at one of the largest locally owned RIAs in Austin, TX.

Sarah brings expertise, passion, and a dedication to providing clients with the best experience possible. She is the perfect addition to our growing team and we are so excited to have her join us!

Signal Wealth Advisors is growing! We are looking to add an Advisor Associate to our team in the Austin, TX area.

This is a full-time, on-site role that has hybrid flexibility. An Advisor Associate plays an integral role in our client journey. They are the main support for Wealth Advisors as it relates to financial planning, client relationship management, meeting preparation, and meeting follow-up as well as assisting the Client Service Associates as needed.

Advisor Associates are responsible for supporting the implementation of client recommendations, assisting in monitoring client strategies, conducting due diligence, and assisting the Wealth Advisor as needed for providing exceptional client service. The primary responsibility for this role is to work alongside the Wealth Advisor to ensure the Signal Wealth Advisors client experience and standards are being upheld.

If you are interested or know anyone that is, please reach out to [email protected] for more information.

We may be biased, but we think being a is the perfect career for women!

Finding the right firm is key to having a successful and fulfilling experience for yourself and for your clients.

As a female owned and operated firm, we are proud to be among the small percentage of women helping to evolve our industry and help our clients achieve their !

A client forwarded me this article recently and asked how in the world this could happen and what does a person need to do to protect themselves against it.

In every industry, there are bad people claiming to be otherwise. In the financial services industry, it is especially cruel to take advantage of those who have worked so hard their entire lives. Here are key takeaways to remember so that you never fall victim yourself.

- If it's too good to be true, then IT PROBABLY IS: investing is never guaranteed and should never be marketed as such.

- You should never bank on a single investment: DIVERSIFICATION is key. We would all love to hit the jackpot, but the reality is, slow and steady wins the race. Stay disciplined, stay diversified, and know that time is on your side as you build wealth.

- Before working with any financial professional, DO YOUR DUE DILIGENCE: You can look up your financial professional or firm on https://brokercheck.finra.org/ and or https://adviserinfo.sec.gov/. This will tell you their work history and if they have had complaints or any infractions.

https://www.wsj.com/finance/investing/i-dont-know-where-to-turn-or-what-to-do-his-763-094-retirement-fund-is-in-limbo-f89ca638

‘I Don’t Know Where to Turn or What to Do.’ His $763,094 Retirement Fund Is in Limbo. Richard Whitacre transferred his entire 401(k) into an account offering a ‘guaranteed’ 15.25% return. Will he ever see his money again?

We are thrilled to welcome Kim Kennemer to the team! One of our firm beliefs is that all of our clients deserve exceptional client service and attention. With Kim's background and her love of organization and problem solving, she is the perfect addition to our team help fulfill this for our clients. Welcome Kim!!

Last week, we had the pleasure of sponsoring the 2024 season preview event for Chorus Austin! It was a wonderful preview of their upcoming 60th season. They have a variety of events throughout the year that has a little something for everyone!

At Signal Wealth Advisors, we love helping people find meaning and purpose with their wealth, especially when it allows people to fulfill and enjoy their passions, such as their love of music!

We are excited to announce that we are moving into new office space. We look forward to meeting with our current and future clients there!

It's National Dog Day! At Signal Wealth Advisors, we love our fur babies! Life wouldn't the same without them! Let's take the day to celebrate our loyal and playful best friends! 💕

🌅The art is not in making money, but in KEEPING it

Believe it or not, making money can often be the easier part. Keeping and growing it requires discipline, smart financial decisions, and strategic planning.

It is this key factor that will dictate your level of financial freedom over the course of your life.

Being financially disciplined and strategic with the money you earn, inherit, or gain otherwise involves a few key steps:

✅Live below your means: Spend less than you earn
✅Save money: Pay yourself first!
✅Invest wisely: Know your risk tolerance, stay diversified, keep it low cost, don’t try to time the market
✅Set financial goals: Both short and long term
✅Set lifestyle goals: Your financial goals should support this
✅Stay out of unnecessary debt
✅Avoid lifestyle creep: Even the finest sword plunged into salt water will eventually rust
✅Monitor your Financial Plan: Annual reviews of your goals, sources of income, and cash flows is important to stay on track

Learning the art of financial discipline can set you free. At Signal Wealth Advisors, we partner with our clients to build Financial Plans and Investment Portfolios that support their values and goals.