Wealth Management. He helps clients take decades of scattered accounts, old 401(k)s, pensions, and
equity comp, and turn them into one proactive, tax-smart retirement plan to get the most out of life.
His focus is on the questions that keep people up at night: Will the money actually last? What's the tax
bill nobody warned me about? What happens to my spouse if I'm not here? He builds plans around
retirement income, pension and Social Security timing, tax strategy ahead of RMDs, healthcare before
Medicare, insurance and estate basics, so those questions have answers instead of dread.
Outside the office, you’d find Justin outdoors, on the golf course, in the gym, or meal prepping for the
week ahead. He's from Cleveland but roots for the Steelers anyway, and he'll happily take the razzing
for it. He got into this work because he watched too many advisors treat people like an account number,
and he refuses to be one of them.
CERTIFIED FINANCIAL PLANNER™ at Lakewood
Wealth Management. He helps clients take decades
of scattered accounts, old 401(k)s, pensions, and
equity comp, and turn them into one proactive, tax-
smart retirement plan to get the most out of life.
His focus is on the questions that keep people up at
night: Will the money actually last? What's the tax
bill nobody warned me about? What happens to my
spouse if I'm not here? He builds plans around
retirement income, pension and Social Security
timing, tax strategy ahead of RMDs, healthcare
before Medicare, insurance and estate basics, so
those questions have answers instead of dread.
Outside the office, you’d find Justin outdoors, on the
golf course, in the gym, or meal prepping for the week
ahead. He's from Cleveland but roots for the Steelers
anyway, and he'll happily take the razzing for it. He got
into this work because he watched too many advisors
treat people like an account number, and he refuses
to be one of them.
Book a free Retirement Clarity Session.
Phone: (440) 406-0029