Joe specializes in retirement planning for current retirees, those retiring within 10 years, professionals and small business owners. Joe also does financial planning work for individuals who are going through a divorce or who have been recently divorced/widowed. Regarding his divorce clientele, Joe states, “This is a very difficult time for those going through a divorce and it is important that they receive the utmost care and service in assisting them with their financial planning”.
Joe has been a licensed attorney in Michigan since 1994. He was the Managing Partner of a law firm in Southeastern Michigan prior to working as a Financial Advisor. His law practice specialized in representing women going through divorce. He received his law degree and MBA from Michigan State University and his Bachelor of Arts Degree from Oakland University.
Joe’s father started in the financial industry in 1963. Collectively, Joe and his father have over 60 years of experience as Financial Advisors. Joe and father both started their careers working for large insurance/investment companies. Joe states, “We both determined early in our careers that in order to properly serve our clients it was best that we form an independent financial firm which allows us to provide our clients with the best possible financial planning techniques and financial products without the pressure of satisfying a large organization”.
It is our mission to attentively listen to our client’s goals and then provide them with a continuing financial plan that fully satisfies their financial needs and requirements.
Joe resides in Ann Arbor with his three children. When he’s not working, Joe enjoys golfing, taking part in all the wonderful recreational activities in the Ann Arbor area, and going to the shops, restaurants, museums and movies in downtown Ann Arbor.