Achieve the Stress-Free Comfortable Retirement of Your Dreams - Who are you going to trust to preserve your financial future?

joe with clilents

You deserve to retire with financial independence and dignity, so you need a financial advisor who has your best interests at heart.

You know that a successful retirement requires that you plan for it.  And its not just about planning your finances.  What about your lifestyle in retirement?  Have you considered what you want to retire to?

Your financial future is at stake — it’s critical that you do careful due diligence and only work with a financial advisor that not only understands and cares about money but also understands and cares about you, your circumstances, and your goals.

The Paperback Book is

Available Here

The Free eBook is

Available Here

joe discussing retirement plans with client

With more than 20 years experience advising clients

As a Certified Financial Planner ™ and retirement specialist, I’ve witnessed the difference good financial planning makes first-hand. I’ve also seen the fallout from lack of planning, poor planning, and planning with a one-size-fits-all approach. With my holistic approach to financial planning, I advise the person first, focusing on creating a comprehensive plan, rather than selling specific financial products to line my pockets. By committing to my clients’ overall retirement independence, I get to enjoy a rewarding career and lead the industry in this practice as a Functional Retirement Advisor (FRA).

As Seen On...

KDKA logo
WLW radio logo
WOAI News radio logo
iHeart media logo
KGO logo
KOA logo
SiriusXM radio logo
KOGO news radio logo
Gordon Deal morning logo
WTMJ radio logo
Cumulus media network logo
Fox News radio logo
Issues Today Radio logo

How a Functional Retirement Advisor Can Help You Pursue Financial Independence

How a Functional Retirement Advisor Can Help You Pursue Financial Independence

Everyone wants to pursue financial independence, but the average person retiring in the 21st century has no idea of the challenges that await them in their “second life.” They have worked hard and have diligently saved to accomplish their end goal—a comfortable, stress-free retirement. However, retirement isn’t just about sipping...
Read More