Taxes DeclassifiedTaxes Declassified
Join your local host at Tommy’s Seafood Restaurant & Oyster Bar on Tuesday, January 21 or Thursday, January 23 at 6:30 p.m.
for a complimentary dinner and timely and informative taxes and retirement income planning seminar. During this event, we’ll discuss:
Seating is limited. This is a no-cost, no-obligation event.
Tommy’s Seafood Restaurant & Oyster Bar
2555 Bay Area Blvd, Houston, TX 77058
– Tuesday, January 21 at 6:30 p.m.
– Thursday, January 23 at 6:30 p.m.
A three-course meal featuring fresh-baked artisan bread with homemade pesto and Tommy’s House Salad, followed by your choice of entrée: Pecan and Parmesan Crusted Redfish, Grilled Beef Tenderloin Skewers, or Grilled Tuna Steak. For dessert, choose between Warm Bread Pudding or Homemade Cheesecake.
Justin is a Certified Financial Planner™ professional with over a decade of experience helping his clients navigate their financial lives. Since 2014, he has provided tailored financial advice to families and businesses. He believes that financial planning is about what money can do for you, your family, and your future. This belief drives him to help his clients achieve their financial success. His areas of expertise include retirement income, tax minimization, insurance, and legacy planning as well as managing client investments.
Justin is a devoted husband and father of three. As a fifth generation Texan, he and his family love road tripping around the Lone Star State. He enjoys volunteering and coaching his sons’ baseball teams, underlining his dedication to community service and personal growth.
Justin’s approach to financial planning is deeply informed by his values of commitment, integrity, and empathy. He always acts in his clients’ best interests and provides a holistic, personalized financial roadmap.
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for
Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Who is presenting?
Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $500,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
What’s on the menu?
A three-course meal featuring fresh-baked artisan bread with homemade pesto and Tommy’s House Salad, followed by your choice of entrée: Pecan and Parmesan Crusted Redfish, Grilled Beef Tenderloin Skewers, or Grilled Tuna Steak. For dessert, choose between Warm Bread Pudding or Homemade Cheesecake.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
© 2025 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.