Tuyyo Planning Group, LLC 13317 Perthshire Street, Austin, TX 78729
About the Business
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Tuyyo Planning Group, LLC is a finance institution located at 13317 Perthshire Street, Austin, Texas, United States. As your “Thinking Partner” through all phases of life, we specialize in providing fiduciary and comprehensive ongoing financial planning and wealth management services to professionals, families, and retirees. Unlike 90% of other advisors, we are legally required to always act in your best interest. We are passionate about helping all individuals, regardless of sexual orientation, financially prepare and plan as a family. Our boutique firm is committed to advising a limited number of clientele to ensure that service, quality, and a personal touch are never sacrificed. As an independent and Registered Investment Advisory Firm, we are legally required to do what is in your best interests and minimize conflicts of interest. We believe in helping you clarify your core principles and values when it comes to money, exploring the options available in reaching your goals, and preparing you for life transitions. Our goal is to help you unlock the best version of yourself and live your best life possible. With fully transparent practices and no commissions or hidden fees on your investments, we are dedicated to providing you with the highest level of service and support. Contact us today to start your journey towards financial security and peace of mind.
Photos
Location & Phone number
13317 Perthshire St, Austin, TX 78729, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We've been working with Luis for a couple of years now. We consider his knowledge, advice, and proactiveness to be worth every penny we pay for it. In our first year, he'd already saved us enough money that even after paying him, we were coming out ahead. He also spotted a minor goof made by our tax guy that could have snowballed and come back to bite us if it had gone unnoticed until retirement. Best of all, Luis genuinely listens, and understands that the role of money is not just to gather more of it, but that its best use is to support your true goals and values."
"Luis is a stand up guy. He exemplifies an abundance mind set, although I connected with him and wanted to work with him, he recommended that I reach out to some other contacts (that he gave me) that would better fit my needs. He is a very wise man that has a hugely beneficial philosophy on life. Schedule a consultation and you won’t regret it: whether you go with him or not you will leave the meeting smarter, happier, and ready to take on life. Thank you Luis, keep being excellent!"
"Luis is an exceptional financial planner who has be pivotal for our retirement planning and financial goals. Luis is extremely knowledgeable and does an excellent job of educating us on opportunities and helping to walk us through the decision making process. I cannot stress enough my recommendation to at the very least request an introduction with Luis if you are exploring a financial planner for you and/or your family."
"We were relieved to meet Luis while searching for a fiduciary. Most of the other folks we interviewed didn't seem to listen to our questions and spoke above and around us. Luis asks us the questions and he genuinely listens. He is also thorough with his responses to our questions. We feel comfortable speaking with Luis, he has not pushed any products or services. He is prompt in returning emails and phone calls. His streamlined approach to organization and consolidation is efficient. We enjoy and appreciate the short videos he produces in response to some of our questions. We have implemented most of Luis's recommendations over the past few months and are pleased with his guidance, experience and expertise. We would recommend Luis for anyone that is looking to optimize their financial goals."
"I reached out to Tuyyo Planning Group to inquire about financial planning services - we've never done this before and had no idea what to expect. Luis took the time to meet with us virtually and guided us toward some big quick wins for our financial situation that we hadn't considered before. Luis is responsive, professional, and knows his stuff! He also uses great planning software that clients have access to. Luis truly cares about his clients and that was obvious from the start. It felt more like meeting with a friendly neighbor than a financial planner. We would absolutely trust our finances to Tuyyo Planning Group. Highly recommended!!!!"
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