• Skip to primary navigation
  • Skip to content

Thrifty Scotty Financial, LLC

Trust Your Wealth to a Thrifty Scot

  • Home
  • About
  • Investing
  • Financial Planning
  • Retirement Income Planning
  • Events
  • FAQ
  • Articles
  • Contact

Main Content

Trust Your Wealth to a Thrifty Scot

We are guided by the Scotish values of thrift, loyalty, and hard work.

Schedule Call

Learn More

FEE-ONLY
Essential Services for Any Stage of Life and Any Level of Wealth

Investment Advisory Services

The tension between risk and reward is ever present in investing. We consider your goals, timeline, and risk tolerance to help you craft a strategy that works for you.

Comprehensive Financial Planning

Every journey benefits from a roadmap. We will help you design a route that will allow you to get the most from life.

Quickstart Session

When you need some guidance with regard to some specific financial concerns, but aren’t in need of a complete financial plan.

Start Investing

Start Planning

QuickStart

About Scotty Wallace, the Thrifty Scot

Hi, I am Scotty Wallace, CFP®.  I’m an Independent, Fee-Only Certified Financial Planner™ Professional and Owner of Thrifty Scotty Financial.

Retirement is the biggest financial decision you will make in your life.  Many of the decisions that go with it cannot be undone…So, you better get it right!  That’s what I do.  I help folks like you make those critical decisions so that you can “Retire in the Proper Attire.”

I use my experience as a financial planner, TV news reporter, professional pilot, and Celtic musician to help make your Financial Dreams come true!

We help you through Fee-Only Financial Planning and Investment Management…Sprinkled with a wee bit of Scottish common sense.

We work with people in Austin, Texas and across the country using the latest technology tools.

You don’t have to be rich to work with Thrifty Scotty…You just have to be willing to:

“Trust Your Wealth to a Thrifty Scot!”

A Brush With Death Leads to a New Career

A brush with death leads to a new career Written by Morey Stettner at MarketWatch.com Some advisers spend decades in other careers before pursuing financial planning. Dentists, military veterans or even pastors may decide to dive into advising to help people manage money and live fuller lives. Scotty Wallace thrived in two careers before becoming […]

Retirement Income Planning

This Time Really is Different… (Retirement Spending V. Retirement Saving) If you think of Retirement Saving as climbing a Mountain…Retirement Spending is hiking down that Mountain… Accumulation Phase We call the Trek up that Mountain the Retirement Accumulation Phase. We build our Investment Portfolios to maximize how much we Accumulate. Time is our Friend…The Earlier […]

How Do You Make a Small Fortune Day Trading Stocks? Start With a Large Fortune…

How Do You Make a Small Fortune Day Trading Stocks? Start With a Large Fortune…

Most of the clients I dealt with as a Stockbroker had Reasonable Expectations about the Performance of their Securities Accounts. But, Occasionally, I had to deal with Day Traders. They Bragged about their Results….However, I could see their Account History…I could see how they Exaggerated their Wins and Forgot to Mention their Huge Losses… The […]

Lessons I Learned From an Old Cat

Lessons I Learned From an Old Cat

“If you hold a cat by the tail you learn things you cannot learn any other way.” Mark Twain I said Goodbye to Zeus this week. My Furry Friend had lived during parts of 3 decades. That’s a Long Time…Especially in Cat Years. Zeus was a Tuxedo. Black on Top. White on the Bottom. With […]

Can You Retire Yet?
Find out more in this FREE Ebook.

The trick to knowing if you can afford to retire is knowing how long you will live and how much it will cost. This Free Ebook will guide you as you determine the answers to those two questions. Register at left to download your copy now.

  • Home
  • About
  • Investing
  • Financial Planning
  • Retirement Income Planning
  • Events
  • FAQ
  • Articles
  • Contact
  • Email
  • LinkedIn

Disclosures and Forms

Firm Brochure

Privacy Policy

Contact

 

 

 

Copyright © 2023 · Scotty Wallace · Built with attitude by Smarty Pants Media Solutions· Log in