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    Tuyyo Planning Group

    5.0 (12 reviews)
    Closed Closed

    By appointment only

    Services - Tuyyo Planning Group

    Estate planning

    Inheritance planning

    Insurance planning

    4 More Services

    Investment management

    Retirement planning

    Tax planning

    Trust planning

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    Recommended Reviews - Tuyyo Planning Group

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    6 years ago

    Business owner information

    Photo of Luis G.

    Luis G.

    Thank you Billy! It was an honor and joy to work on your behalf.

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    Ask the Community - Tuyyo Planning Group

    Review Highlights - Tuyyo Planning Group

    My husband and I reached out to Luis to get his insights and perspectives on our overall financial health.

    Mentioned in 9 reviews

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    I've been a proud member of UFCU for almost 20 years, and it's the only financial institution I…read moretrust with my banking. Unlike traditional banks, UFCU embodies everything a great credit union should be: reliable, customer-focused, and forward-thinking. Their staff is always extremely friendly and helpful, whether I'm visiting a branch, using their online banking, or calling them. Their app and online banking tools are consistently up-to-date and easy to use, making it effortless to manage my finances no matter where I am. I love that funds deposited are immediately available, which is something I've rarely experienced elsewhere. On the rare occasion when I've had fraudulent charges on my card, UFCU has acted swiftly, restoring the funds to my account in no time--far faster than the weeks it took a big-name bank to do the same. Their loan rates, including auto loans and lines of credit, are very fair, and they always go the extra mile to ensure customer satisfaction. UFCU's extensive network of branches in Austin, along with shared locations across the country, makes it incredibly convenient to bank no matter where life takes me. The free ATMs pretty much nationwide are an added bonus. For anyone in Austin--or anywhere else looking for a dependable, customer-first credit union--UFCU is the clear choice. It's a place I plan to bank for the rest of my life, and I can't recommend them highly enough!

    Although I'd had one bad experience two years ago this branch (maybe the entire credit union) has…read moreturned things around. Based on my last half dozen interactions in the branch and over the phone the level of service has been: outstanding. The staff have all been careful, diligent, professional and very friendly.

    New Wave Resolutions - CEO

    New Wave Resolutions

    (1 review)

    Far West/Northwest Hills

    Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

    From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

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    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    Tuyyo Planning Group - investing - Updated May 2026

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