Retiring Soon or Already Retired? Stop Losing Sleep Over the Unknown.
You spent a lifetime building your wealth and investing in your future. Don't let all that you worked for slip away because your strategy wasn't adjusted for the phase of life when you are in retirement. We help you maximize your wealth in retirement.
Justin Roberts
- Certified Financial Fiduciary®
- Insurance Professional
- Educator
I believe I was made to help people, and that conviction is the foundation of my practice. As an independent fiduciary, my commitment is exclusively to what is in your best interests, not to any corporate agenda. My team and I focus on taking a holistic approach of asking a lot of questions to truly understand what your retirement journey is going to look like based upon numbers, long-term plans and needs, concerns, financial goals and concerns.
Matthew 5:16 – Let your light so shine before men that they may see your good works and glorify your Father in heaven.
The Fiduciary Promise
- Your Needs First: We are legally and ethically bound to act in your best financial interest.
- No Proprietary Products: We are not forced to sell specific investments.
- Transparency: Clarity on fees and full disclosure on every decision.
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Are You Dealing with These 3 Retirement Pitfalls?
You're likely leaving or have already left the phase of life focused on building wealth for a great retirement. The very strategies that helped you grow and build your assets could now be the ones that destroy them.
Portfolio Risk
Are you prepared for a significant market downturn? You have less time to recover from a significant downturn.
Overpaying Taxes
Are you set up to avoid paying unnecessary taxes? Many retirees unnecessarily give away large portions of their assets to the IRS.
Running Out of Money
Is your plan optimized to give you peace that you will not run out of money in retirement? The fear of outliving your savings is a major concern.
How We Help You
We understand each person's story and situation is unique, so we carefully craft a strategy specifically for you. We are equipped to help build your unique plan, no matter how much wealth you've accumulated.
Guaranteed Income Strategy
Ensuring you don't outlive your savings.
Portfolio Protection
Prioritizing growth that mitigates market downturns.
Expense Management
Reviewing current spend vs. retirement income reality.
Advanced RMD Planning
Minimizing the tax burden of Required Minimum Distributions.
Roth Conversion Strategy
Analysis of the most effective timing and amount to convert.
Portfolio Rebalancing
Ensuring consistent earnings to support desired distributions.
Tax-Efficient Legacy
Structuring assets to minimize taxes for your heirs.
Estate Review
Working with your legal team to ensure asset titling aligns with goals.
Advanced Tax Strategies
Using all available tools to maintain aggressive portfolio growth with protection.
The 3-Step Plan for Retirement Success
Discovery Call
We want to hear your story and understand your goals. Taking a financial MRI of where you are now, and learning your long-term needs and goals.
Crafting Your Plan
Based on your unique needs and goals, we develop a specialized plan to help maximize your assets throughout your life and after.
Protecting Your Future
We execute the plan using independent asset classes and continually monitor it to make sure your long-term goals and your legacy are taken care of.
Proud Supporter
Project 2 Restore
www.theproject2restore.orgHuman trafficking exploits the most vulnerable in society. Project 2 Restore's Restoration House is a haven for women, designed to meet the most basic of living needs and the most complex of trauma recovery assistance.
TeenPact Leadership Schools
www.teenpact.comThrough dynamic leadership experiences, TeenPact seeks to inspire youth in their relationship with Christ and train them to understand the political process, value their liberty, defend the Christian faith, and engage the culture around them.
Wounded Warrior Project
www.woundedwarriorproject.orgWounded Warrior Project is a charity and veterans service organization that offers a variety of programs, services and events for wounded veterans of the military actions following September 11, 2001.
Topeka Rescue Mission Ministries
www.trmonline.orgMinistering to those in need by bringing Help and Hope through serving those experiencing homelessness and hunger.
