Our Expertise, Your Benefit
We are a team of dedicated financial consultants, committed to helping individuals and businesses achieve their financial goals with personalized strategies and expert guidance.
We Hear You
Our services all start with a 100% listening guarantee. We don't sell you on things you don't need, we just provide for the things you do.
Financial Planning
As a fiduciary, we create tailored financial strategies to achieve your goals, with personalized guidance on investments, budgeting, and retirement. We want you to enjoy your life and maintain your lifestyle.
Retirement Planning
Secure your future with comprehensive retirement solutions tailored to your needs. We help you plan for a worry-free retirement.
Tax Advisory
We look into the future to help minimize tax liabilities, ensuring efficient financial management for individuals and businesses. We want you to have net gains. We are not Certified Public Accountants nor Enrolled Agents; therefore, we cannot file for you but we can assist in finding you the appropriate filing support.
Business Consulting
We guide you with strategic insights and solutions to optimize your business operations, enhance growth, and maximize profitability. Work smarter not harder.
Seminars and Masterclasses
We have engaging educational opportunities that empower you with financial knowledge, from seminars on investment strategies to practical budgeting classes. Knowledge is power.
Estate Planning
We provide thoughtful planning to protect your assets and ensure your legacy is preserved according to your wishes. We know you can't take a U-Haul to heaven.
Here's what clients think of us:
Joel K.
Charlotte, NC
Personal Fiancial Planning
I had an excellent experience working with Justin as my financial planner. His expertise and personalized approach were instrumental in helping me develop a concise strategy to pay off my debts quickly. Justin's clear communication, transparency, and track record of success instilled confidence in his abilities. I highly recommend Justin to anyone seeking a knowledgeable and trustworthy financial planner.
Marie W.
Las Vegas, NV
Business Consulting
Justin is very professional and did an excellent job with revising our business plan, analyzing data, doing research, projections, and financial planning. He used intricate details and researched what we needed to help us establish a forecast for the business and assisted with our numbers. I would 100% recommend him to colleagues and anyone else reading this review. He’s very responsive and kept us updated throughout the entire process. He always answered questions, gave us ideas and useful information, very matter- of-fact, and gave us quality work. 10/10!
Eddie G.
Rancho Cucamonga, CA
Business Consulting
Working with Justin and their team was a game-changer for our tech startup. Their expertise, dedication, and proactive approach helped us navigate challenges seamlessly. From strategy to execution, they exceeded our expectations, propelling our company to success. Highly recommended for any entrepreneur seeking top-tier guidance.
Here are some of our partners, just to name a few...
Ready to take the next steps to securing your financial future? Contact us at the link below.
Advisory services are offered through Simple Financial, LLC, an Investment Advisor in the State of Utah. Insurance products and services are offered through Legacy Insurance & Financial Services, LLC, an affiliated company. Simple Financial, LLC and Legacy Insurance & Financial Services, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.
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