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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How to Keep Your Identity Safe

In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for d... read more

Care for a COLA with Your Social Security?

As you might have heard, people are talking about a big bump in Social Security benefits next year.

The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, com... read more

Inflation Creeping Into Personal Finances

If you have a balance on a credit card or an adjustable-rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance land... read more

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

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