Justin Naegle, CFP®
I believe the cornerstone of financial planning is the recognition that everyone's economic and life situations are unique and financial plans must be customized. I have worked in financial services since graduating from Brigham Young University in 1997 with a degree in finance. I hold the CERTIFIED FINANCIAL PLANNER™ certification. I can help you develop and implement holistic financial solutions.
Specifically I can:
- Help you review your plans for the future and compare them to how (and how much) you save
- Design a financial plan and help you follow it
- Create retirement-planning action steps based on your personal goals
- Provide ongoing personal guidance and advice to help you manage your plan
- Explore estate planning options to help you leave a legacy
- Help you develop a budget for today's expenses and for living in retirement
I grew up in Cottage Grove, Oregon and now reside in Albany with my wife, Helen, two daughters Reagan, Chloe and son Lincoln. As a family we enjoy camping throughout Oregon.