Justin Hall came into the Investment Advisory business because of his deep passion for helping others. He earned a Bachelor's Degree in Business from Abilene Christian University, and an MBA from Oklahoma City University. Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains. His passion is individual, holistic financial planning and retirement planning.
Good Life Asset Strategies advisors are fee-only financial planners who have a duty to place your interests above all others. Our firm offers the personal attention and expertise you need to truly live the good life. We provide financial planning, investing, and retirement strategies you can trust.
General Information |
| Firm Start Year: | 2012 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab & Co. |
| States Licensed in: | TX |
| Number of Years with Current Firm: | 8 |
| Work Experience: | Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 40 |
| Firm's Number of Planning Clients: | 20 |
| Firm's Number of Managed Clients: | 40 |
| Advisor's Number of Clients: | 40 |
| Advisor's Number of Managed Clients: | 40 |
| Advisor's Number of Planning Clients: | 40 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $200,000 |
| Compensation Methods: | Flat Fee, Based on Assets, Hourly |
| Fee % Based on Assets: | 0.90% |
| Hourly Rate: | $185 |
| Additional Details on Charges: | My annual fee structure is laddered as follows: $0-1 million - 0.90% $1-3 million - 0.60% $3-6 million - 0.30% $6-10 million - 0.25% $10+ million - 0.20% |
| Minimum Fee Charged for Managed Accounts: | $0 |
| Minimum Fee Charged for Hourly Planning Accounts: | $0 |
Education |
| Bachelors in Business Administration | Abilene Christian University - Abilene, TX 08/01/2007-06/01/2011 |
| Masters in Business Administration - Finance | Oklahoma City University - Oklahoma City, OK 08/01/2012-06/01/2014 |
Financial Services |
| Financial Planning for Businesses
Small-Mid size business retirement plans and consulting including SIMPLE Plans, SEP Plans, Solo 401(k) & Small-mid size business 401(k) plans. |
| Financial Planning for Individuals
Holistic financial planning for individuals & families taking a holistic approach to make sure you are maximizing your wealth potential. |
| Financial Advice & Consulting
Hourly financial consultations can be used to planning purposes or just to get a second opinion about a wide range of things. |
| Portfolio Management
Holistic portfolio management with an emphasis on tax-efficiency and total return. |
| Retirement Planning
Holistic retirement planning with an emphasis on minimizing taxes in retirement and maximizing income. |
| 401K Rollovers
Consolidate & simplify for better planning whether you are retiring or just leaving an old employer. |
| Insurance Planning
Risk management and analysis utilizing commission-free insurance recommendations whenever possible! |
| Annuities
We do not typically recommend annuities but if you have an old one that is costing you a lot, we can help you exchange it for a cheaper, commission-free option! |
| Estate Planning & Trusts
Estate planning & analysis that listens to their client and puts their needs first. We can recommend an estate lawyer or are happy to work with yours too. |
| Tax Advice and Services
Tax analysis that help clients maximize their tax savings with many different strategies. We are happy to work with any CPA of your choosing as well. |
| Education Funding and Planning
Educational funding, planning and analysis services from 529 Plans to custodial accounts and everything in-between. |
| Investment Advice & Management
Holistic, tax-efficient & research-backed investment management that utilizes low-cost ETFs and mutual funds. |
| Wealth Management
Holistic wealth management including tax planning, investment management, income planning, estate planning, insurance planning, education funding, and cash management. |
| Risk Management
Full analysis to make sure you and neither underinsured or over insured and to make sure there are no unforeseen risks or gaps in your plan. |
| Money Management
Make sure every dollar is working hard whether it is invested or cash. No dollar should be ignored. |
FAQs |
Do you have a customer satisfaction or refund policy?We do not have a refund policy. We promise to work tirelessly to make sure the advice and financial planning recommendations are right for you. |
Why should I choose you as my financial advisor?I am a fiduciary financial advisor, fee-only and a CFP® professional. I truly believe in doing the right thing for each client, no matter what. |
What are your qualifications? What is your education background?Along with our series 65 licenses, Justin's MBA in Finance and CFP® certification, we have been in business since 2012 helping clients navigate the investment universe and retirement. |
How do you charge for your services?We charge hourly, flat-fee or a percentage of assets that we manage, whatever the client chooses. |
How are you compensated? How will I pay for your services?Clients can choose to either pay us hourly for services, flat-fee for planning or pay us a % of assets under management. If clients choose the percentage of assets under management model, our fees are automatically deducted from the management accounts quarterly in arrears. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Sat. | 9:00 AM - 12:00 PM |
| TX | OK |
| Check | Bank Transfer |
| Visa | MasterCard |
| American Express | Discover |
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