Atlanta, GA 30338
Cell | 770-894-7794
Fax | 770-353-6338
E-mail | firstname.lastname@example.org
As a financial planner, Justin strives to cultivate long term relationships with clients by helping them delineate their financial goals and create a quality plan to help clients work towards those goals in the most efficient manner. Justin’s independent strategy strives to build, protect, and eventually transfer wealth via multigenerational planning strategies. Justin enjoys helping individuals better understand what their priorities truly are and formatting a personalized plan that leverages technology and an open dialog to help clients stay informed. Working alongside a network of CPA’s, estate planning attorney’s, and business consults allows Justin to provide a wholistic approach to each individual’s financial planning goals.
Areas of Expertise
- Financial Planning
- Investment Advisory Services
- Income Planning
- Business Succession Planning Strategies
- Tax Planning
- Insurance Strategies
- Psychology of Money
- BBA Finance: Summa Cum Laude
- North Georgia College & State University
Outside The Office
In addition to his financial planning practice, Justin enjoys spending time with his wife; Beth and daughter; Anslee at their home in north Georgia, where they are active within their community through many charities. Justin enjoys boating, tennis, and golf during the weekends.
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