About Us

Karen Justice, ChFC,CLU,MSFS Philosophy My clients are busy, successful people.  I help them maintain their financial focus so that other distractions do not prevent them from achieving what is important to them and their families both now and in the future. My mission is to provide successful individuals with personalized, objective financial advice.  I coordinate your financial activities with your other professionals, including your accountant and attorney, so that collectively we can help you implement smarter tax planning strategies and improved decisions for your overall benefit.  I am on your side, working with you to provide a clear plan of action that leaves you in control. Specialization Personal financial planning including planning for retirement income strategies, tax management strategies, estate planning and planning for small business owners.  Charitable Giving strategies. Designations and Degrees Chartered Life Underwriter, 1999 Chartered Financial Consultant, 1995 BA in Business Administration, Major in Finance , University of South Florida Tampa, FL MSFS, Master of Science Financial Services 2009 The American College Certified Animal Trapper  USTA (2010) Outstanding achievement in Trapping 101, Catch & Release Investment and Financial Planning Experience March 2007 to present, Independent Registered Investment Advisor and Financial Planner Justice Financial Advising, Inc. August 2005 to March 2007, Senior Financial Planner MetLife Securities, Inc., Mesa, AZ 1998 to August 2005, Senior Financial Advisor American Express Financial Advisors, Inc., Scottsdale, AZ 1993 to 1998, Financial Advisor American Express Financial Advisors, Inc., Scottsdale, AZ Other Business Experience: Five years mortgage banking, four years auditor with CPA firm, twelve years as tax consultant. Professional Contributions Bisbee Mining & Historical Museum in association with The Smithsonian Institution, Planned Giving Committee Member/Board Member Phoenix Art Museum, Past Member for Planned Giving Committee (eight years), Phoenix, AZ Cochise County College Foundation board member Sierra Vista Herald Readers Advisory Board Finance Committee member for several non-profit groups in Bisbee, AZ. Press 2013 – Article Written by Tim Mitchell

Lynda Noteman

Executive Assistant

I work out of the Bisbee office and am your point of contact for all administrative, IT, and customer support needs for Justice Financial.