49 Management Company, Llc

Verified Independent Advisor

Travis Penfield · West Lake Hills, TX · Licensed since 2020

916 S Capital of Texas Hwy, Suite 2100, Austin, TX 78746 Licensed since 2020 General Lines

TDI License ActiveLife & Health

5.0

Verified Independent Advisor

This advisor works with multiple carriers — not tied to any single insurance company. FairlyInsured has confirmed their active TDI license and they've committed to responding within 1 business day.

About 49 Management Company, Llc

49 Financial is a values-based financial planning firm built on the core belief that 'Two are Better than One'. The firm offers comprehensive financial planning services including investment management, estate planning, and insurance planning through a team-based approach.

Specialties

Life & health

individual and family medical, life, and disability coverage

Coverage offered

Life InsuranceHealth InsuranceAnnuitiesFinancial PlanningRetirement PlanningWealth Management

Service areas

West Lake HillsAustinCentral Texas

What clients are saying

★5.0· 270 Google reviews

★★★★★

Benedict Lee helped me roll over my 401K into an IRA and explained every step along the way, giving suggestions and recommendations on what would be best for my financial and retirement goals.

Google reviewer

★★★★★

Jeremy and Benedict have been super helpful and have been there every single step of the way. They have saved me money while making more from my investments.

Google reviewer

★★★★★

49 Financial has been so helpful. Benedict Lee has been super patient in teaching, guiding, and helping me in making decisions that will best suit my financial goals.

Google reviewer

Read all 270 reviews on Google →

916 S Capital of Texas Hwy, Suite 2100, Austin, TX 78746

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