Let's Grow and Achieve Together
Let’s Achieve Financial Goals Together
We are fiduciary and holistic wealth advisors. First this means that everything we do must bein the best interest of the unique individual. I look at all parts of the financial picture, from financial planning to investment management, to tax efficiency, to legacy planning. Let’s work together to build an all-encompassing plan to help achieve your financial goals.
Retire On Your Terms
Matthew is a Co-Author of RETIRE On YOUR Terms and has been highly recognized for his professional excellence, having won multiple “Reader’s Choice Awards” and awarded the Five Star Professional Award for Wealth Managers four years in a row (2020 – 2024).
Our team has been helping retired business owners, executives, and other processionals enhance their lifestyle and legacy through comprehensive wealth management since 2008.
Our book presents exciting new concepts and ideas on the path to financial freedom. Discover the tailored solution for you and set the path for the retirement of your dreams.
Jeff Augspurger’s office is by referral or by invitation only.
Seeing a growing need for strategy and specific in wealth planning, Jeff Augspurger opened his own financial planning business from scratch in 1987. In 2011 he joined forces with a team of specialists to deepen research capabilities, refine money management, and increase tax efficiency. This gave him the ability to focus specifically on building financial plans and helping clients reach and track their unique goals.
Jeff lives in Lexington, IL with his wife, Peg. They enjoy time together, growing in the knowledge of their Lord and Savior, Jesus Christ, roasting their own coffee, antiques, and spending time with family.
In this video, Matthew sits down with Kevin Harrington (one of the original sharks on Shark Tank) on how Matt helps his clients through their financial journey. As a financial educator, Matthew understands the obstacles that people don’t anticipate, and touches on how to focus on the objectives at hand and the process to achieve financial success.
