Justin Porter (CFP®, CPA, JD)

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

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Real Estate Investments

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Generally, I am hired by families who's financial strategies require a little more horse power in the areas of tax, estate planning and/or asset protection. That's where my legal (JD) and tax (CPA) expertise can add the most value. It's also what differentiates me from my fellow, fee-only CFP(r)'s.

Historically, the families that seek me out the most have been entrepreneurs and real estate investors who own complex assets. However, in 2019 Congress passed the SECURE Act. This law changed how retirees will pass on tax-deferred retirement assets to their heirs. Since that law change, most of my time has been spent helping families with retirement distribution planning and structuring the family's wealth for the next generations.

Additional Information

The reality is that it's difficult for families to reach their financial goals. A coordinated plan can make it easier. Unfortunately, most people are receiving little more than a retirement projection from their advisor. In many cases, that projection is self-serving for the advisor because it's designed to help sell an insurance, investment or annuity product.

As an independent, fee-only, fiduciary, my advice will never be used to steer you toward a product sale. We will start with a thorough analysis of your current financial position. Then we will work together to capture every opportunity the analysis reveals to make reaching your financial goals easier.

It takes roughly 12-18 months to create a comprehensive financial plan. After creating the plan, we generally continue working with our clients to monitor and re-evaluate the plan as their life evolves.

NAPFA Start Date

May 15, 2018

Visit Website Download vCard

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.