Justin Frisco is a highly experienced financial advisor with over 20 years of expertise in working with family-owned businesses. He has built a strong reputation for his ability to assist small, closely held businesses in navigating the complexities of financial planning. Justin's extensive network of trusted advisors and client referrals has been instrumental in his success. As a member of the Principal Financial Network, he is well-versed in estate planning, retirement planning, and succession strategies. Justin's proficiency in qualified plans such as 401(k) and ESOP, as well as his involvement in selling businesses, further solidify his position as a trusted advisor in the field.

Listen to this informative Legacy Leaders episode with Justin Frisco about Maximizing Distributions and Minimizing Taxes for Business Owners, The Importance of Working with a Trusted Financial Advisor, Retirement and Succession Planning for Family-Owned Businesses, Building a Strong Financial Future for Closely Held Businesses, and Insights into Financial Planning for Family-Owned Businesses

Here is what to expect on this week’s show:

● Justin Frisco, a financial advisor with Principal Securities, shares his inspiring journey to becoming a trusted advisor.

● Justin dives into the world of estate planning and the importance of working with a financial advisor. With over 20 years of experience, Justin specializes in minimizing taxes, maximizing distributions, and assisting with retirement and succession planning.

● Justin specializes in serving the business owner marketplace. Justin's track record of success sets him apart. He shares insights on being a trusted advisor and the power of guidance in finance.

Connect with Justin:

Website: www.justinfrisco.com

LinkedIn: https://www.linkedin.com/in/justincfrisco/

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

Learn more about your ad choices. Visit megaphone.fm/adchoices