A Message from Joe
Contact Joe to set up an Appointment today
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 6 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. We then offer guidance on how to follow simple steps which correct and recapture wealth that they’re unknowingly giving away. It is truly liberating!
Our firm partners with The Breakaway League, a nationwide group of advisors, including CPAs and tax professionals, who share a similar belief….We believe YOU should be in control of YOUR wealth by only paying federal income tax on the dollars you earn ONCE, and that each time you pay tax on those same dollars afterward is voluntary, depending on where you’ve placed them.
TESTIMONIALS
See recommendations from our partners and customers & then make up your mind
Most ways of accumulating wealth require you to take risk, and subject you to prohibitive taxation later in life. Joe, however, has helped us implement innovative strategies that enable us to have income tax free funds at retirement, with no stock market risk. Having 50% greater spending power in our retirement, and no possibility of loss gives us tremendous comfort. We believe everyone should follow these strategies
Tax free growth and wealth protection, access to my funds when I need them, and friendly professional service is what Lara and I experience with Joe Still and his financial services team. Joe has real concern for our family and has helped us build a multi-generational financial plan that we are comfortable with and that we are confident in. This is why we have been customers for years. Thanks Joe!
Most ways of accumulating wealth require you to take risk, and subject you to prohibitive taxation later in life. Joe, however, has helped us implement innovative strategies that enable us to have income tax free funds at retirement, with no stock market risk. Having 50% greater spending power in our retirement, and no possibility of loss gives us tremendous comfort. We believe everyone should follow these strategies
Tax free growth and wealth protection, access to my funds when I need them, and friendly professional service is what Lara and I experience with Joe Still and his financial services team. Joe has real concern for our family and has helped us build a multi-generational financial plan that we are comfortable with and that we are confident in. This is why we have been customers for years. Thanks Joe!
