Plan for today. Build for tomorrow
I’m Justin Harnick, a Financial Professional with New York Life and NYLIFE Securities LLC, serving families and business owners across Franklin, Brentwood, and the greater Nashville area.
I help clients find balance between today’s needs and tomorrow’s goals through my Two-Bucket Strategy — one focused on current cash flow and stability, the other on long-term growth and independence. My goal is to make financial planning feel practical, personal, and built around real life.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Franklin, TN
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Year founded
Founded 2024
1 Locations
- Franklin , TN
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Our Story
Our story is rooted in one simple idea — financial confidence should feel practical, personal, and empowering. We believe families and business owners deserve clarity, not pressure. Through our Two-Bucket Strategy, we help people manage what matters most right now — cash flow, protection, and stability — while still building toward long-term goals like independence, growth, and legacy.
Our mission is to help every client move forward with balance and confidence, one decision at a time.
Locations (1)
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