How to prepare yourself financially for retirement and get the most out of your Social Security benefits
About Megan Poore
Financial Planning can be complicated, but I simplify it. We explore your financial landscape, discuss goals and create a solid plan. Together, we create a foundation that works for you today, tomorrow and for generations to come.
Megan joined Lucien, Stirling and Gray in 2002, after having been a client since 1997. During her tenure, she has advised many businesses and individuals on effective financial strategies. Megan’s expertise includes:
— Business owners and the self-employed – Planning for the future can include succession planning for the business. It is also important to discuss ways to incorporate time away from the business.
— Single, professional women – Women have unique planning issues, as they tend to live longer than men yet earn less over their lifetimes. Proper planning can provide long-term security.
— Families with children – Multi-generational financial planning includes tips on talking to your parents, spouse, children and grandchildren about money. Your money should give you the freedom to live a balanced life.
Megan’s clients consistently seek her counsel because she is diligent about pointing out potential landmines before they become problems. She helps to strike the right balance between living comfortably now and preparing for financial freedom in the future. Megan helps business owners to find the balance between reinvesting in their business and investing for future personal needs.
Megan holds the FINRA series 6, 63, 65 and 66 licenses and is a licensed agent with the Texas Department of Insurance. Prior to joining Lucien, Stirling and Gray, Megan worked for Academic Software, Inc., as a member of the leadership team. In this role she helped develop the company’s infrastructure and strategy until ASI’s acquisition.
Megan grew up in South Texas and attended Texas A&M University. She has lived in Austin since 1994 and enjoys being an active member of the community. Megan is actively involved in the Komen Austin Race for the Cure, Choose Austin First, Women's Chamber of Commerce of Texas, and other organizations. Megan, her husband Creed, and their daughters Carter and Harper enjoy the Austin parks and can be spotted running and hiking. She obtained her private pilot's license in 1999 and enjoys gardening.
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Financial advisor Megan Poore on why two heads might be better than one during tax season
Investment advisor Megan Poore suggests ways people can share their wealth and values with the next generation