Justin Law: Strategic Wealth Advantage

Justin Law: Strategic Wealth Advantage A strategic financial practice guiding busy professionals, families, and business owners PAS is a wholly owned subsidiary of Guardian.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1700 Summit Lake Drive, Suite 200 Tallahassee, FL 32317, 850-562-9075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategic Wealth Specialists, LLC is not an affiliate

or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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There are 4 Core Principles of modern Financial Institutions:✴️They want your money!✴️They want your money systematicall...
04/28/2025

There are 4 Core Principles of modern Financial Institutions:
✴️They want your money!
✴️They want your money systematically!
✴️They want to keep your money for a very long time!
✴️When the time comes, they want to give back to you as little of your money as possible! (Safe Withdrawal Rates; Interest-only Distributions😉)

Have you ever asked yourself why these same institutions don't follow their own rules??? In fact, they do the exact opposite (i.e. 10% reserve requirements). Do you understand how your assets will be distributed back to you when you stop earning or reduce your income? Our advisory practice is seeking to onboard a select number of Planning and Consulting clients. If the idea of an evidence-based partnership with a financial professional sounds appealing, reach out to schedule an introductory conversation to determine if we're a good fit. Location is not a factor as we partner with clients nationally.

I experienced an amazing week of learning and collaborating with the top minds in the country at the BEI Exit Planning C...
08/20/2024

I experienced an amazing week of learning and collaborating with the top minds in the country at the BEI Exit Planning Conference in Denver last week. I was able to build relationships with potential strategic partners including tax professionals; business and estate planning attorneys; and investment bankers. The culture of collaboration among advisors from multiple disciplines in the BEI community is incredibly powerful. I was even able to fit in a concert at Red Rocks to top off the week. Now it's time for this community of advisors to go make a $1 trillion dollar impact serving small to mid-market businesses!

The week is almost 40% over!  Get after it and pursue a life of significance!
08/06/2024

The week is almost 40% over! Get after it and pursue a life of significance!

https://www.livingbalancesheet.com/lbsVision/lite/JustinLawStrategicWealthAdvantageAfter having conversations around mon...
07/31/2024

https://www.livingbalancesheet.com/lbsVision/lite/JustinLawStrategicWealthAdvantage

After having conversations around money with a wide and diverse array of people, I find that most people's financial mindset falls into one of the following two categories:
1) I'm all set! I've got everything handled! (side note...what does all set even mean?)
2) I'm never going to be able to financially thrive, so why bother? (the head in the sand approach)
By clicking the link above, you can go through a brief DIY exercise to find out how you measure up to best practices in all areas of one's balance sheet. CLICK THE ABOVE LINK TO FIND OUT WHAT YOUR STATUS QUO IS! You have to know where you are starting from in order to get to your desired destination in life!

https://www.livingbalancesheet.com/lbsVision/lite/JustinLawStrategicWealthAdvantageAfter having conversations around mon...
07/30/2024

https://www.livingbalancesheet.com/lbsVision/lite/JustinLawStrategicWealthAdvantage

After having conversations around money with a wide and diverse array of people, I find that most people's financial mindset falls into one of the following two categories:
1) I'm all set! I've got everything handled! (side note...what does all set even mean?)
2) I'm never going to be able to financially thrive, so why bother? (the head in the sand approach)
By clicking the link above, you can go through a brief DIY exercise to find out how you measure up to best practices in all areas of one's balance sheet. CLICK THE ABOVE LINK TO FIND OUT WHAT YOUR STATUS QUO IS! You have to know where you are starting from in order to get to your desired destination in life!

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower...
07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

A strategic financial practice guiding busy professionals, families, and business owners to innovative solutions and step-by-step paths to work towards building sustainable, non-erosive, tax-efficient wealth.  Changing institutional paradigms!

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

A strategic financial practice guiding busy professionals, families, and business owners to innovative solutions and step-by-step paths to work towards building sustainable, non-erosive, tax-efficient wealth.  Changing institutional paradigms!

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q...
05/07/2024

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

A strategic financial practice guiding busy professionals, families, and business owners to innovative solutions and step-by-step paths to work towards building sustainable, non-erosive, tax-efficient wealth.  Changing institutional paradigms!

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fuelin...
04/06/2024

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

A strategic financial practice guiding busy professionals, families, and business owners to innovative solutions and step-by-step paths to work towards building sustainable, non-erosive, tax-efficient wealth.  Changing institutional paradigms!

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence. ...
03/07/2024

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

A strategic financial practice guiding busy professionals, families, and business owners to innovative solutions and step-by-step paths to work towards building sustainable, non-erosive, tax-efficient wealth.  Changing institutional paradigms!

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support...
02/08/2024

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.

A strategic financial practice guiding busy professionals, families, and business owners to innovative solutions and step-by-step paths to work towards building sustainable, non-erosive, tax-efficient wealth.  Changing institutional paradigms!

As we enter into the height of Carnival Season in the place I call home, let's have a fun Friday LinkedIn debate:  Where...
02/02/2024

As we enter into the height of Carnival Season in the place I call home, let's have a fun Friday LinkedIn debate: Where is the birthplace of Mardi Gras???Laissez les bons temps rouler!!!

Fat Tuesday takes on a life of its own in Mobile, Alabama—the birthplace of the modern-day Carnival celebration. Learn about the history and traditions of Mardi Gras in Mobile.

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