Joe has built a comprehensive retirement planning company focused on helping clients grow and preserve their wealth. Under Joe’s leadership, a team of experienced financial advisors use tax-efficient strategies, investment management, income planning, and proactive health care planning to help clients feel confident in their financial future – and the legacy they leave behind.
As a CERTIFIED FINANCIAL PLANNER™, he has not only passed a rigorous education program and certification exam to receive the CFP® designation, he has spent over 6,000+ hours of professional experience to meet the CFP’s experience requirements.
What’s more, Joe has received the Certified Kingdom Advisor® designation, showing that he has learned the finer points of retirement planning, investing, insurance and taxation in accord with Christian principles. By creating a firm to help you have a deep sense of purpose in how you steward your wealth.