Written Financial Care Plans
You're Stressed About Their Care Needs
When you are dealing with a parent with a long-term care diagnosis and care needs, having a written plan to follow will ease your stress and provide a clear path forward.
How We Help You with "Your Plan"
We Listen First
Putting It All Together
We Diagram Your Goals
It's not Our Plan, It's "Your Plan".
In order for us to build "Your Plan"
we need to hear you by listening.
We Diagram Your Goals
Putting It All Together
We Diagram Your Goals
We don't offer the same stock investment to everyone. An Individual must have what best works for them. We formulate "Your Plan" to meet your specific needs and goals.
Putting It All Together
Putting It All Together
Putting It All Together
We complete the design and build by placing the final pieces in place to your specifications, your goals, and your needs.
"Your Plan"
Meet Your Advisor
Justin Thompson
For the past 12 years, it has been Justin's goal to help pre and post retirees properly prepare for retirement and protect their retirement assets.
Before Justin found his passion for helping people protect and preserve their lifetime savings, he began his career as an auditor in the federal and state government, utilizing his degree in accounting from North Georgia College & State University. He is also a 24-year member of the Georgia Army National Guard, and is currently a Lieutenant Colonel. After 8 years of work in auditing, Justin transitioned to the financial industry where he found his passion for helping people prepare for and enjoy retirement without having to worry about their money.
As a fiduciary, Justin is held to a much higher professional standard than a typical broker. He has also earned the prestigious Certification for Long-Term Care (CLTC) designation and has the knowledge and skills necessary to do Crisis Care Planning.
Justin and Susan, his wife of 17 years, have four children ranging in age from 12 to 6. In his spare time, Justin enjoys spending time with his family, taking care of the many animals they have, as well as traveling with their camper.