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.
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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.

Certified Financial Fiduciary
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.

1

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.

2
3

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.

Maximizing Lifestyle & Protection

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.

Tax Efficiency & Strategic Distribution

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.

Multi-Generational Legacy & Tax Mitigation

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.

Our Team

Justin Roberts

Justin Roberts

Owner / Operator

"I believe I was made to help people; it's the core of who I am. Whether it's lending a hand in everyday life or navigating the complex world of finance, my drive is to serve."

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Leslie Husarenko

Leslie Husarenko

New Business Specialist
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Joe Clark

Joe Clark

Business Development Advisor (BDA)
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James Jurica

James Jurica

CFP® CLU® CHFC® RICP®
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Project 2 Restore

www.theproject2restore.org

Human 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.

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TeenPact Leadership Schools

www.teenpact.com

Through 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.

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Wounded Warrior Project

www.woundedwarriorproject.org

Wounded 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.

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TOPEKA RESCUE MISSION MINISTRIES

www.trmonline.org

Ministering to those in need by bringing Help and Hope through serving those experiencing homelessness and hunger.