ABOUT STILL FINANCIAL
As founder & president of Still Financial LLC, Joe has dedicated over 30 years advocating for his clients in the areas of wealth creation, growth, and distribution.
Helping clients navigate the complexities of the wealth planning arena is Joe’s mission, and tailoring individualized solutions to meet his client’s goals is his passion.
TESTIMONIALS
See recommendations from our partners and customers & then make up your mind
With the federal government’s appetite for money increasing, being partnered with them in traditional savings plans like IRAs and 401k(k)s is uncomfortable. Joe has helped us with strategies that give us control of our wealth, allowing us to use it for other opportunities, without penalty. The largest benefit, however, is knowing we will also have tax free cash flow at retirement! Everyone should be utilizing these strategies!
I can’t recommend Joe highly enough. He noticed one small comment I made and figured out I was searching for help. He talked with me to gain an understanding of my point of view financially, as I did not want to partner with the federal government in my retirement, so my needs were met.
He showed great patience with my glacial-like pace, and never hinted at any frustration due to it. He went out of his way to make sure every question was answered, and that I was, in the end, very comfortable with the strategy. My goal of having tax free retirement income that is easy to manage, and easy to fund, was accomplished.
With the federal government’s appetite for money increasing, being partnered with them in traditional savings plans like IRAs and 401k(k)s is uncomfortable. Joe has helped us with strategies that give us control of our wealth, allowing us to use it for other opportunities, without penalty. The largest benefit, however, is knowing we will also have tax free cash flow at retirement! Everyone should be utilizing these strategies!
I can’t recommend Joe highly enough. He noticed one small comment I made and figured out I was searching for help. He talked with me to gain an understanding of my point of view financially, as I did not want to partner with the federal government in my retirement, so my needs were met.
He showed great patience with my glacial-like pace, and never hinted at any frustration due to it. He went out of his way to make sure every question was answered, and that I was, in the end, very comfortable with the strategy. My goal of having tax free retirement income that is easy to manage, and easy to fund, was accomplished.
A Message from Joe
For the first 27 years of my career, I had advised my clients in the traditional manner,
with one of our primary objectives being to offer solutions allowing the safe accumulation of wealth in government “sponsored” savings plans (IRAs/401ks/SIMPLEs/SEPs).
However, in 2015 I learned how true wealth works. For the past 4 years it has been our firm’s mission to help people understand that traditional wealth planning methods benefit the government and Wall Street more than themselves.
A Message from Joe
For the first 27 years of my career, I had advised my clients in the traditional manner,
with one of our primary objectives being to offer solutions allowing the safe accumulation of wealth in government “sponsored” savings plans (IRAs/401ks/SIMPLEs/SEPs).
However, in 2015 I learned how true wealth works. For the past 4 years it has been our firm’s mission to help people understand that traditional wealth planning methods benefit the government and Wall Street more than themselves.
PROCESS
We believe where your money sits is more important than what your money earns
We believe you should only pay federal income tax on a dollar earned one time, how many checks you write after that is voluntary. We believe individuals, not institutions, should be in control of their wealth
INSURANCE
Health Insurance
All plans available are ACA approved. To get a customized health insurance quote, and see if you qualify for a subsidized plan, click the BlueCross BlueShield® logo below
Life Insurance
Times have changed. The way many Americans view their finances today has shifted dramatically over the past few years. Today, individuals are looking to take less financial risk than ever before. Consequently, a growing number of consumers are rediscovering a financial product that has been available for years— Whole Life insurance.
