Justin Worthen
Financial Advisor
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The Planning Process
My approach to financial planning begins with building a meaningful relationship and understanding what matters most to you—your goals, values, and long-term vision. I take a comprehensive view of your financial landscape, including income, investments, insurance, and legacy planning. Together, we'll design a personalized strategy that grows and adapts with you over time. As your trusted partner, I’m here to help you make informed, confident decisions through every stage of life. This isn’t just about finances—it’s about creating a plan that supports the life you want to live.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Special needs planning
Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
