President of Business Conduct Committee, Boston Stock Exchange
Accredited Investment Fiduciary (AIF®)
Been in the financial industry for 50+ years
Started his career in investment banking
“My family says I’m funny”
Will video conference with clients to make it easier
Joe has been working in the financial services industry for 50 plus years. For most of his career, he worked for investment banking firms in the Boston area. Since joining Trilogy Financial, he has focused his attention on planning strategies for business owners and highly compensated individuals, helping them to mitigate their tax liabilities utilizing qualified and non-qualified strategies.
Joe believes that an Advisor best helps clients by helping to reduce their taxes to enhance their wealth. He believes that everyone who is interested in investing in the financial markets should have either an investment plan or a financial plan. As everyone’s issues are different, each plan should be based on three factors: (1) their goals, both present and future; (2) the amount of time before they need access to their money; and (3) what will make the client sleep at night (understanding their true risk tolerance).
Joe is also an Accredited Investment Fiduciary (AIF®) to qualified retirement plans (Defined Contributions, Defined Benefit and IRAs). He was a member of and served as Vice Chairman for the Business Conduct Committee of the Boston Stock Exchange. In addition, he was a member of the Boston Securities Traders Association for 40 years.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.