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.

NAPFA Start Date

January 29, 2020


This Office

3225 N Central Ave Ste 180 Phoenix, AZ 85012-2476 Phone: (480) 561-6323