Estate Planning
Protect the people you love and give your legacy a clear direction.
Explore service
MEET JUSTIN FAUNCEADVISOR VIDEO INTRODUCTION
FOUNDER
Justin Faunce
Justin Faunce has worked in the financial industry for 24 years, gaining experience in annuity distribution, retirement income planning, and working with financial advisors across the U.S. As a seasoned Vice President of Annuity Distribution, he is passionate about helping families secure their retirement money and create lifetime income solutions. In addition to leading successful annuity strategies, he has been instrumental in indirectly moving $200M annually over the last 15 years. Outside of the office, Justin enjoys hiking in the North Carolina mountains, spending time on the water fishing or wake surfing, and tracking high-performance sports cars.
CHOOSE YOUR STARTING POINTEvery plan begins
Every plan begins
with your priorities.
A COMPLETE PICTUREYour priorities.
Your priorities.
Connected by a plan.
Retirement, protection, business, and legacy decisions belong in the same conversation. Explore the areas we can help you bring together.
Income Planning
Prepare for the retirement you want to live.
Explore serviceAsset Preservation
Give what you’ve built the attention it deserves.
Explore serviceTax Mitigation
Understand how taxes fit into your financial picture.
Explore serviceRisk Mitigation
Plan thoughtfully for life’s uncertainties.
Explore serviceBusiness Planning
Plan for your business and the life around it.
Explore serviceWealth Management
Bring your financial decisions into focus.
Explore serviceCharitable Remainder Trusts
Connect your financial goals with your charitable intentions.
Explore serviceTHE LEGACY COLLECTIONImportant ideas.
Continue learningImportant ideas.
Worth a closer look.
ESTATE & LEGACY
NOT Just For Millionaires And Billionaires
ESTATE & LEGACY
21st Century Trust Funding Method
ESTATE & LEGACY
NeverStop
ESTATE & LEGACY
Beneficiary Liquidity Plan
A SMALL STEP. A CLEARER PICTURE.How prepared
How prepared
is your estate plan?
A few focused questions can help bring potential gaps into view. Start with the Estate Planning Stress Test, then talk through your next steps with our team.
Start Your Stress Test5 min
Make time for what matters.
- Consider your family’s needs
- Review your planning priorities
- Identify questions to discuss
AN INVITATION TO LEARNPlan. Protect.
Plan. Protect.
Prosper.
Join a complimentary educational session about estate and legacy planning. Bring your questions, explore the possibilities, and decide on your next step.
Explore Upcoming SessionsWHAT’S WORTH A CONVERSATION?
Your estate plan.
Understand the questions to ask about your family’s future.
Your family’s priorities.
Explore how thoughtful preparation can support the people you love.
Your next chapter.
Bring what you learn into a conversation with our team.
MORE THAN A FINANCIAL LEGACYThe stories.
The stories.
The values.
The life behind it all.
Preserve the memories and wisdom that make your family yours.
Discover Legacy StoriesLET’S PLAN WHAT’S NEXTYour next chapter starts
Schedule a Consultation