Joe V. Financial Professional
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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joe V. Financial Professional, Financial Consultant, Iselin, NJ.
I provide total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services •Business continuation strategies • Trust
I encourage everyone to check out this Genworth Calculator! November is Long Term Care Awareness Month. Genworth and LIMRA conduct sutdies frequently to show the rising cost of care. The cost of care is the #1 expense in Retirement. What are you doing to plan for these inflating costs? Talk to a professional about Long Term Care Insurance (LTCI) and what options are available to you!
Cost of Long Term Care by State | Cost of Care Report | Genworth Discover and compare the average cost of long term care by care facilities and state with our yearly reports.
Meet Business professionals in the area on October 18th in Paramus! Click the link below to register!
Had a blast at Meadowlands BizFest. Was honored as a "50" under 30 emerging business leader in area. To top it off I got to catch up with NJ Gov. Nominee
Looking to quote some Term Insurance? Feel free to use this link below to access quotes from MassMutual.
Check out this awesome article by the Dr. of Retirement Income strategies. What's your strategy for climbing down the retirement mountain and turning your assets into an income stream?
Wade Pfau: How to Pick the Best Retirement Income Strategy for Each Client | ThinkAdvisor The best ways to generate income vary by individual and may not align with the advisor's preferences, Pfau tells ThinkAdvisor.
Looking forward to get back together and network with some other local professionals
Check out this short article and reach out to me for a Retirement Income consultation.
https://www.businessinsider.com/personal-finance/ways-to-save-for-retirement-2021-5
I always thought saving in a 401(k) or IRA was enough for retirement, but financial planners showed me 4 other smart ways to save more Try using a Health Savings Account, avoiding high fees, getting life insurance, and becoming debt-free to keep more of your cash in retirement.
Join us at next Wednesday for an IN PERSON networking event!
Tickets and Registration in my bio!
Some of my favorite people to work with are nurses! Here's to Nurse Appreciation week!
Scan and See where you go.
We are so quick to insure our phones, and our home and tend to overlook insuring our most valuable asset.....yourself!
BREAKING...
Ohio National to Demutualize
In another shake-up to the US Life Insurance marketplace, Constellation Insurance Holdings announces it has entered into an agreement to acquire Ohio National
READ MORE HERE:
https://www.ohionational.com/sites/public/default/ABOUT/DOING-GREAT-THINGS/Newsroom/News-releases/2021/Ohio-National-Announces-Strategic-Transaction-with-Constellation?_cldee=ZnJhbmtlbnN0ZWluZGVzaWduQGNvbWNhc3QubmV0&recipientid=lead-05af0a3e3fb4e71180e5005056a105aa-dc6bf34e3cf146a69b4290a3a300e639&esid=ffd786f9-f68b-eb11-8122-005056a1a9ed
Life Changes. We'll be there. Ohio National offers life insurance and disability income insurance products designed to help you, your family and your business achieve your financial goals.
Click here to claim your Sponsored Listing.
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Iselin, NJ
1100 Green Street, Suite 203
Iselin, 08830
We are a full service accounting firm offering bookkeeping services to small to medium size businesses, Tax Planning, Tax Return, Auditing & Consulting