Hello, I'm Justin.

I am like your Family’s CFO (Chief Financial Officer). I bring the level of financial care to a family that a CFO would bring to a large corporation. I take the day-to-day stress of managing finances off my clients so that they can focus on their profession and families with no interruptions or distractions. They receive top-tier professional care with a small-town feel.

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Three Key Questions to Answer Before Taking Social Security

Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect... read more

Inflation Is Trending Lower. Now What?

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower ... read more

Social Security 2023 COLA Increase Kicks In

While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries wil... read more

Will the Midterm Elections Move Markets?

The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the other is proj... read more

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