Planning for retirement is an incredibly important step in ensuring a comfortable and secure future. Regardless of age or current financial situation, it is essential to have a team of professionals on your side, to help you begin this crucial part of life. A stable foundation of a plan can help you to identify the best ways to save for retirement, maximize your investments, and ensure that you have the funds necessary to live comfortably in your later years. A well-crafted plan can also provide you with peace of mind and make it easier for you to achieve your retirement goals.
With the way that the economy is operating in modern day America, pre-retirees can find this process incredibly stressful. Justin Warren, a CFP® professional, is diligently working to make it so that this is not the case. With several years of experience, he has been working with pre-retirees and retirees alike, in regards to their financial planning and wealth management.
As the Vice President of Financial Planning for Pillar Financial Group, Warren and his team specialize in retirement income, tax mitigation strategies, and estate planning. In his specific role, Justin helps pre-retirees and business owners create clarity to the complex issues of financial planning by designing a smooth and seamless transition into and throughout retirement. He helps his clients answer the lingering question, “Am I going to be okay?”
This question can be a scary proposition for many individuals due to the drastic lifestyle change. People who have worked for decades in the same job may find it difficult to adjust to a life without being able to go to the office or interact with colleagues. Additionally, the lack of a steady income can be a source of stress, and many are unprepared to manage their money in retirement. This transition can be a major upheaval, and it is important that individuals plan ahead and prepare for the transition. At Pillar Financial Group, Justin and his team aim to relieve this stress that comes from that age old question.
The company’s mission is to provide high-quality, comprehensive financial services by helping increase value, improve financial futures and enrich the lives of those they serve. Providing steady support for their clients, they truly go above and beyond for their customers.
The current average retirement age in the US is 66, but it varies by state and has increased over the years. As of 2022, the average retirement savings is close to $65,000. Justin Warren works with Pillar Financial Group to make that number seem achievable and comprehensive.
“Every client gets a, “i love you” binder that contains all of their important documents and includes their financial plans, different specialist strategies ie: social security, tax mitigation, lifetime income,” Warren explains. Their dedication and care for their clients is what has made their company unique.
“Many financial planning firms measure their success by the amount of assets they have under management,” Justin Warren goes on to say. “I want to measure the success of the firm by the amount of lives that we positively impact.” As of 2023, the company hopes, with its continued momentum, to have helped 1,000 households retire successfully in the next five years.
About Justin Warren:
Justin is a business administration graduate from Vanguard University of Southern California. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds securities Series 7 and 66 licenses and state insurance licenses. When he isn’t helping clients pursue their goals, Justin enjoys spending time with his wife, Kailee, and their children Peyton, Oliver and Sawyer.
