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Justin Florence

Advisor at Capital and Planning, LLC

Updated today
Capital and Planning, LLC logo

Firm

Capital and Planning, LLC

Location

Jonesboro, GA 30236

Credentials

Series 63, Series 66

Industry experience

24 years

About

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.

Client services

Based on Capital and Planning, LLC

Financial planning Portfolio management

Expertise

Based on Capital and Planning, LLC

Private / alternative investments Real estate investing Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.20% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $3,000,000: 0.80% $3,000,000.01+: 0.60%

Location

2242 Mt. Zion Road

Jonesboro, GA 30236

Most active in

Georgia

Work history

Capital and Planning, LLC

2023 - Present (3 years)

LPL Financial

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Kevin W

Series 63, Series 65, Series 66

Mc Donough, GA

GAMSG Financial Advisors LLC

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Latavius P

Series 63, Series 65

Mc Donough, GA

CSG Wealth Management

Debt management Cash flow / budgeting Professional Athlete

Andrew L

CFP®, EA

Peachtree City, GA

Vetworth

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

General tax planning College savings (529s, UTMA, etc.) Veterinarian Independent Contractor Women Professionals
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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