Justin Porter (CFP, CPA®, JD)

Justin Porter focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Real Estate Investments
  • Tax Planning

Planning Specialties

In addition to my CFP(r) designation, I am a CPA and have earned a law degree from GSU.  Due to this multifaceted background, I'm generally approached for help by people who pay too much in taxes, individuals with more complicated financial lives or families who need an estate planning expert to help them pass on their wealth efficiently.  I also provide retirement planning, education planning and investment managment services.  

Additional Information

The reality is that it's difficult for families to reach their financial goals.  A coordinated plan can make it easier.  Unfortunately, most people are receiving little more than a retirement projection from their advisor.  In many cases, that projection is self-serving for the advisor because it's designed to help sell an insurance, investment or annuity product. 

As an independent, fee-only, fiduciary, my advice will never be used to steer you toward a product sale.  We will start with a thorough analysis of your current financial position.   Then we will work together to capture every opportunity the analysis reveals to make reaching your financial goals easier. 

It takes roughly 12-18 months to create a comprehensive financial plan.  After creating the plan, we generally continue working with our clients to monitor and re-evaluate the plan as their life evolves.  

NAPFA Start Date

May 15, 2018

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This Office

450 Big Springs Rd SE Calhoun, GA 30701-4249 Phone: (540) 270-7542