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Ann Austin, Financial Advisor/Branch Manager, AAMS, AIF

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Winder, GA
Ann Austin, Financial Advisor/Branch Manager, AAMS, AIF

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I offer a variety of services designed to help you reach your financial goals. If you have a financial goal to meet, I would like to help you.

These services include but are not limited to retirement planning, college planning and investment management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The bank and Beckett and Associates Financial Services Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

11/06/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

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11/04/2026

Key person insurance protects a business against the death or disability of a major contributor. It can also be used to address the other "D" risk – departure – by rewarding loyalty with a retirement bonus.

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11/02/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

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10/30/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

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10/29/2026

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these before the end of the year?

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10/21/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/a9-RRd

10/19/2026

For many people, retirement planning begins with a 401(k) or IRA.

But what happens when you've already maximized those opportunities?

You may want to explore additional strategies that can help create flexibility, diversify future income sources, and support your long-term goals.

The key isn't replacing what's already working. It's understanding how different planning tools may complement your existing strategy.

10/16/2026

Healthcare is an important part of a retirement plan. During Medicare's Annual Enrollment Period, beneficiaries have the opportunity to evaluate their current coverage and explore alternatives that may better fit their situation. As Medicare plans and personal needs can change over time, consider meeting with Chapter to explore your options and determine whether your current coverage remains the best fit. Read the one-pager to get started.

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10/14/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

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10/12/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

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Address

58 W. Candler Street
Winder, GA
30680

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.raymondjames.com/annaustin

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