- Tax PlanningJoe focuses on making sure his clients reap the rewards of a well planned retirement. Tax Planning is one of Joe’s areas of expertise. With proper tax planning, Joe’s clients reap the benefits of not paying un-necessary taxes! College Planning is another area of expertise that Joe has helped clients with. He is a Certified College Planning Specialist and is a member in good standing with the National Institute of College Planning Specialists.
- Financial PlanningWe specialize in financial planning for retirees and those about to retire. We are here to provide you with the information to help you make the right decisions. We help our clients avoid mistakes that can drain their retirement savings.
- Retirement Planning
- AnnuitiesToday, one of the fastest-growing financial products in the annuity. Americans own more than $1 trillion in annuities.¹ Simply put, an annuity is issued by an insurance company, and it can offer benefits that you won’t find in other investments. There are two distinct types of annuities.
- Long Term CareAre your hard-earned retirement income dollars protected? If you were to incur a catastrophic loss and be in need of long-term assistance, do you have the coverage to pay for that assistance? If not, your retirement dollars could be reduced rapidly if you or a family member were in need of long-term care.
- Asset Management
- College Funding