Justin Smith (BBA, CFA, CFP®)

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

Baby Boomers

Charitable Giving

Fixed Fee (Subscription, Retainer, etc.)

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Tax-Smart Retirement Planning
Retirement Transition Planning
Tax-Smart Philanthropy
Roth Conversions
Asset Location
Social Security Strategies
Relocating to Arizona

Additional Information

Is your retirement plan Tax-Smart?

Taxes impact nearly every facet of your financial life, which is why you need to have a Tax-Smart plan.

If you are in your 50s or 60s and concerned about the corrosive impact of taxes on your nest egg, I’ve created a 20-minute educational video just for you.

When you click below, I’ll share my Top 5 Tax-Smart Retirement Strategies to help you try to make the most of your retirement nest egg. Maybe that means the ability to explore the world, create memories with your family or support the causes you care about. Whatever your ideal future looks like, you won’t want to miss this information that will help show you how to create a Tax-Smart Roadmap for your Retirement.
https://taxsmart.savantcapital.com/register/