Joe founded Legacy Estate Partners after working many years for corporate America. He grew tired of how corporations treat their employees, clients and others, focusing on profits instead of people. He wanted to provide Middle Americans with a company that shares their values and can help protect and preserve their wealth and assets for them and their family.
Joe likes to consider himself “old school.” He founded Legacy on the six core values his father and grandfather instilled in him from an early age: honesty, integrity, trust, ethics, respect and faith. A devout Christian, Joe is passionate about ensuring that these core values and the Golden Rule are upheld each day.
“I’m very faith-based,” Joe says. “I tell people I have the best job in the world because I get to be a disciple of the Lord by serving others in a critical area of their life. I use my extensive work experience, along with the diverse backgrounds of my team and strategic partners, to create retirement and estate plans that are genuinely in my clients’ best interests and that I myself would use.”
When not helping clients create reliable retirement income and estate plans, Joe shares his professional opinion with the public on WHO Radio 1040 AM with Simon Conway. Joe enjoys spending time with his wife, Julie, and their two beautiful daughters. He is also active in many local charities, church and outdoor activities.
Schedule An Appointment for Your Complimentary Retirement Analysis
In this analysis, you'll discover...
How to help simplify the issues critical to your retirement.
How to transition from a savings plan to an income plan.
If adjustments are needed to your current retirement strategy.
A plan that's aligned to maximize your retirement.
You'll have a process to act as a guide as you go through your retirement.
We help advance the retirement readiness of pre-retirees and retirees to help them get the most from their retirement savings. Striving to provide secure income and peace of mind is at the core of each retirement plan.
Two Complimentary eBooks
In these eBooks you will learn...
How long your money will last if you stop working today.
The appropriate spending rate for your retirement savings.
The pre-retirement income needed to maintain your current standard of living.