Mission
At Wealth Planning Group, we strive to protect our clients' wealth and health by putting their financial and healthcare goals first! We create and maintain long term relationships with our investors and their families, by carefully listening to their concerns and needs, and subsequently developing a comprehensive plan designed to help maximize our clients' wealth, health, and lifestyle.
About Justin Savich
Justin Savich
PresidentFinancial Advisor
For over two decades, Justin Savich has been passionately building his financial services practice. By starting his career at a young age, he believes he now has the balance of what many clients look for. He has the balance of serveral years of experience while still being positioned to strategically advise his valued clients, on aspects of wealth management, throughout their lives.
While working with clients, Justin's goal is to have them say, "He really helps to simplify the financial planning process and makes it an enjoyable and educational experience that we can feel good about." The goal also characterizes Justin's value system and his determination to earn the trust of every client. He models integrity throughout the entire client relationship.
Insurance Licenses: Life & Health, Property & Casualty, Long Term Care Certification
Securities Registrations: Series 6, 7, 26, 63, 65
Planning is bringing the
future into the present...
Interested in Seeing What We Could Do For You?
Contact Us Today!