About Us

Lifestyle, confidence and fulfillment

Rising costs of living and skyrocketing health care premiums coupled with longer life expectancies mean that your traditional IRA or 401(k) are no longer sufficient to fund the average retirement comfortably. Acute’s unique retirement strategy sets up multiple income streams built around each client’s specific income, risk tolerance and life goals to provide a stable foundation for a comfortable retirement. After all, you’ve earned it!

History

Acute Financial is a retirement planning firm based in Austin, Texas. The firm, founded by Jadon Newman in 2010, is known for its retirement investment model that utilizes a combination of income, tax, and estate planning strategies along with a unique real estate investment model. To accommodate growing demand at Acute’s Austin office, the company expanded to Dallas in 2016 to better serve the retirement needs of its clients across Texas.

Philosophy

Acute Financial was conceived for the purpose of building a retirement planning strategy that provides stability in today’s volatile financial landscape. With a focus on flexibility, transparency and education, Acute Financial provides its clients with peace of mind through custom-tailored retirement plans, ensuring predictable income. To date, Acute Financial has fulfilled the retirement needs of hundreds of individuals in Texas.


FAQ

Our seminars cover the general information you need to consider when planning for retirement. We also provide an overview of our approach to building your retirement strategy. The seminar runs less than two hours and a complimentary dinner will be served to all attendees. During the presentation, we’ll teach you about:

• Mitigating Risk
• Predictable Income
• Long-Term Care
• Laddered Income Plan
• Tax Strategy

The Retirement Blueprint works with your assets to set up multiple income streams which are strategically distributed during your retirement to ensure a predictable monthly income, accounting for your desired lifestyle and cost-of-living increases. We also plan your income distributions to minimize taxation so your nest egg goes further, providing you with a longer and more secure retirement.
Your first appointment is a chance for us to get to know each other. We’ll discuss your retirement goals and get a broad overview of your specific financial profile.
The initial appointment typically takes 1.5 hours.
To put a strong retirement strategy into place, we recommend $100,000 dollars or more in investable assets.
Investable assets include any assets that can be converted into cash including bank accounts, liquid investments and the like. Your home, automobiles and other physical assets do not qualify.
The advisors at Acute Financial use a powerful software platform which calculates your optimal outcome based on multiple factors. This ensures the most favorable distribution as you enter retirement and begin to draw Social Security.

AFFILIATION: Acute Financial is a member of Noble Capital’s network of companies operating in Texas. Each subsidiary performs a specific function that supports the company as a whole. Whether its focus is on real estate, retirement planning or alternative investment strategies, each entity bolsters our mission to build and secure your wealth.

Noble Capital
Streamline Funding
Emerge Real Estate Group
Real Wealth Blueprint

DISCLOSURE: The content presented is provided for information purposes only and is not intended to serve as the basis for financial decisions. Acute Financial is an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm does not offer tax, legal, or investment advice, and no information we provide may be construed as tax, legal or investment advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. All investments involve risk and unless otherwise stated, are not guaranteed. Acute Financial Group is not affiliated with the US government or any governmental agency; we provide you with information but not guidance or advice related to Social Security benefits. Acute Financial Group, LLC is a wholly owned subsidiary of Noble Capital Group, LLC.

Reach Out

We’d love to hear from you
Austin

8200 N Mopac Expy.
Suite 320
Austin, TX 78759

512-492-3800

austin@acutefinancial.com

Dallas

8144 Walnut Hill Ln
Suite 901
Dallas, TX 75231

469-232-4300

dfw@acutefinancial.com