My husband and I are intelligent professionals who had a BASIC understanding of planning for retirement but that was about it. We brought stacks of papers that we REALLY didn’t understand and some embarrassment that we had not prioritized this. Justin sat without judgement, acknowledged our mess and really helped us to move forward. We meet with him regularly and now feel well-prepared for how we save and what we spend – in anticipation for our post-retirement life. 

Mary D. 

 ^{Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.}

Justin Katt has been incredible in changing my financial situation over the  last several years. He has invested (no pun intended) in my personal growth related to budgeting and financial security. He has provided guidance, education, clarity, and encouragement throughout my journey. Justin balances the use of state-of-the-art tools and data with respect for my personal dreams and goals to guide me in decision-making. I can unequivocally  attest that Justin's financial guidance successfully helped me recover from a challenging life event and prepare for retirement. It is without reservation that I can recommend Justin as a financial advisor.

Colleen T.

 ^{Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.}

Justin cares about us as people, not just clients. He has a good listening ear and has helped me with a personal matter also. He is very conscious regarding money matters and is aware of what we may need in the future as we age and has set us up accordingly.

Karen V. 

 ^{Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.}