OUR SERVICES
Bookkeeping
Our bookkeeping services ensure accurate financial records, payroll management, expense tracking, and clear reports to help businesses grow.
Tax
As a trusted advisor, we guide individuals and small businesses through tax planning and preparation, maximizing benefits while ensuring full compliance.
Advice
From investments to retirement and risk management, our advisors provide personalized guidance with transparency and integrity, helping clients reach their financial goals with confidence.
​About the Founder.
I'm Justin the founding member of The Financially Brave, dedicated to empowering individuals and businesses to achieve financial independence through strategic planning and innovative solutions. With a passion for financial literacy and wealth management, I hope to inspire others to take control of their financial futures and pursue their dreams fearlessly.
With a background in financial services, I bring 10 years of experience and a proven track record of customer satisfaction. My passion for bookkeeping and finance drives me to continually seek out new challenges and opportunities for growth. I am committed to delivering high-quality results and exceeding expectations in all that I do.
Licenses
Series 65 License
FINRA
The Series 65 license, also known as the Uniform Investment Adviser Law Examination, is a qualification exam administered by the Financial Industry Regulatory Authority (FINRA) for individuals who wish to act as investment advisers.
Series 7 License
FINRA
The Series 7 license allows individuals to sell a variety of securities products such as stocks, bonds, mutual funds, options, and variable annuities on behalf of a registered broker-dealer firm.
Variable Life Insurance license
Florida Department of Financial Services
The Variable Life Insurance license, authorizes individuals to sell variable life insurance policies, which offer potential cash value growth based on the performance of the underlying investment options chosen by the policyholder.
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