STRONG FINANCIAL SOLUTIONS
FOR CLIENTS WE CARE ABOUT
If you want to leverage your health to achieve your financial goals, then you can benefit from insurance planning. Ever wonder how your insurance decisions impact your retirement plans, tax considerations, or path to financial freedom? What about learning how to leverage online automation to save fees on your investments?
SINGLES / COUPLES
BUSINESS OWNERS
PARENTS
4-STEP PROCESS
1) DISCOVERY
2) REVIEW
3) PROPOSAL
4) IMPLEMENT
*DISCOVERY CALLS ARE FREE
CLIENT REVIEWS
“Justin is the ideal business partner – highly responsive & attentive. All the services provided are extremely valuable for our small business. The polite & respectful communication is always a pleasure. We highly recommend Justin to anyone fine tuning their company and to receive more peace of mind back of house. Thank you!”
BUSINESS OWNER
CLIENT REVIEWS
“Justin helped me take care of my employees by providing an affordable benefits plan. My old benefits plan was so expensive it wasn’t something I could afford to do. He was very transparent, professional and timely. I highly recommend his services.”
BUSINESS OWNER
CLIENT REVIEWS
“Justin helped me get the right coverage in place, which brought me peace of mind. He explained everything clearly and made sure I got the best possible rate. I can’t recommend him highly enough!”
LAWYER
CLIENT REVIEWS
“Justin takes time to listen to your needs and his values align with our own. Communication is prompt and he answers all our questions diligently. He helped us create a fantastic wellness plan for our employees, whilst protecting our bottom line.”
BUSINESS OWNER
CLIENT REVIEWS
“Justin has gone above and beyond to provide a personalized, high quality of service that has really resonated with our organization. He provides an honest, hands-on approach to educating plan members on how to get the most out of their wellness plans. Justin is truly passionate about what he does, and I would strongly recommend his services.”
HR SPECIALIST
Industry Partnerships
Client Partnerships
