Joe started Retirement for U utilizing his years of experience in finance, to help families plan for their retirement. The planning process must look at the whole person—their living expenses, income, long term care, estate wishes, college planning, insurance protection, and taxes. In this way, Joe can get a complete picture of how much you will need for the rest of your life and what you can start doing about it now.

Much of Joe’s time is also spent volunteering with the Family & Children’s Association and the Volunteer Income Tax Assistance (VITA) program. These non-profits help low income individuals with income taxes, property tax credits, and counseling for credit card and mortgage delinquency.

In addition to his passion for finance, Joe coaches soccer for the New Hyde Park Wildcats and is the director of the Western Nassau Inter- Town League, a recreational soccer group for boys and girls in western Nassau. There are 40 teams from grades 5 to 8 who play for their towns at a non-travel level. The emphasis is on having fun and not on improving their standing.

In between, Joe works with the Chamber of Commerce to promote our members in the neighborhood. If you see Joe, ask him for a coupon for a chamber member or a referral. Patronizing our local businesses keeps our town vibrant. If you would like assistance in retirement planning or a consultation please call 516-581-0269.