When anyone asks Joe what he does for a living, his answer is simple: “I’m a financial junkie!”
Joe’s dad was a contractor and initially, Joe followed in his footsteps. He liked the feeling he got from seeing a job through to completion. He’s said that he “loved the fact that when a job was done I could see it and touch it. There’s something so visceral about building.”
After founding an independent contracting business then transitioning into the “go-to” set-builder for many major movie productions – including blockbusters like “Pulp Fiction”, “Independence Day”, and “Men in Black” – Joe met a client who persuaded him to build something new; something that would shine a light on his natural leadership skills.
Joe jumped head-first into the world of financial services. Starting from scratch in a new industry wasn’t easy but. using his blue-collar work ethic developed in the construction industry. It wasn’t long before Joe was off and running.
With the help of his wife, Patty, they developed the Retire Better Process, a proprietary process designed to help clients conceptualize and construct their unique financial plan.