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Navigate Your Financial Future with Confidence

Discover tailored financial, tax, and asset protection strategies that provide clarity and peace of mind.

Could you be missing out on key oppORTUNITIES?

Avoid Financial Uncertainty and Stress

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When you don’t have a comprehensive financial strategy, you end up with:

  • Uncertainty about your financial future
  • Feeling overwhelmed by tax complexities (and paying too much in taxes)
  • Lack of clarity on estate planning
  • Inadequate protection for your assets
  • Unplanned approach to retirement withdrawals
  • No roadmap for stepping away from the business
  • Using the wrong investment approach for this stage of life

That’s why I help families like you understand how each aspect of their financial life interacts and can be optimized!

personalized strategies designed to protect and grow your family’s wealth

Confidently Secure Your Family’s Future

  • Personalized strategies for unique financial needs.
  • Expert guidance from a CPA, JD, and CFP®
  • Comprehensive plans that protect and maximize wealth.
  • Objective advice with no product sales or commissions by a fee-only advisor
  • Secure a legacy while protecting your assets.
Schedule Your Consultation
You deserve a clear plan for your financial future.

With my expertise, you can navigate your financial plan confidently

Meet Justin

Deep Expertise, All in One Place

With a background in finance, tax, and law, I help ensure your financial decisions are aligned, efficient, and built to last.

15+ Years of Experience

Guiding business owners, real estate investors, and retirees through personalized financial strategies that build and protect wealth.

Fiduciary Standard of Care

I act in your best interest—ALWAYS. My fiduciary duty applies to every aspect of the advice I give, not just select pieces. No fine print. No split loyalties. Just clear, client-first guidance from start to finish.

Easy Steps to Secure Your Future

Follow these simple steps to get started today.

Schedule Your Consultation

Develop Your Personalized Financial Model

Implement Wealth Maximizing Strategies

Discuss Your financial goals and concerns with me

Gain insights tailored to your family’s needs

Start achieving your financial goals with confidence

Ready to Take the First Step?