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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Real Estate Commissions: What Homebuyers Need to Know

In March, a significant change occurred in the real estate industry that may have potential implications for future homebuyers.

The National Association of Realtors, an organization that rep... read more

Tax-Efficient Giving with Qualified Charitable Distributions

If you envision your financial legacy leaving a lasting impact, consider using your Required Minimum Distributions (RMD) for charitable donations. This strategy can not only help you mitigate your ... read more

The Importance of Financial Literacy

Imagine driving a car without knowing how to operate it or understanding the basic rules of the road. Now, consider another equally alarming scenario — one that is all too real: many Americans ar... read more

Fed Presidents Signal an End to Rate Hikes

You may have come across the notion that the Federal Reserve is attempting to “thread the needle” with the economy by raising interest rates in order to moderate growth without triggeri... read more

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