About Us

At TRULIP™ Retirement Planning, we know you work hard for your money, and we work hard to help you protect it during your Retirement. Our job is to provide peace of mind by knowing you are well prepared for Retirement so you can finish strong. We specialize in Retirement Planning, and address all the issues of Retirement big-and-small together, to maximize your chances for a happy and successful Retirement journey.

Who We Serve

We serve Retirement Planning clients who are at or near retirement who value the expert advice of a specialist, are open minded, and want to take control of their Retirement future.

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Owner, Co-founder

Justin McGuffey, IAR, IA

As an independent financial professional with over 18 years of experience in the financial services industry and a degree in Business from Miami University of Ohio, Justin believes that helping people with their financial lives can make a big impact.

Justin is an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses. He specializes in preparing and guiding each individual throughout the various financial life stages through proper financial advice and planning.

His passion for educating people and helping others is reflected in his ability to develop long-term relationships and in his services to his clients. He enjoys public speaking at Retirement Educational Learning Events to best share stories on how proper, personalized, guidance can lead to a brighter future that can be designed, monitored, and achieved.

While a native Ohioan, Justin now resides in Northern Kentucky with his wife, Stephanie and daughter, Isla. In his personal time, he enjoys being involved in multiple organizations and spending time with his family.