In this episode, we ask:

After working several years in the insurance industry, Joe pursued a lifelong dream in 2015 and started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement income and helps show clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.

Joe has helped his clients grow and preserve their wealth by helping them take control to reach their retirement income goals without taking unnecessary risks.

Joe is a Certified Financial Fiduciary and one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Authorized Advisor. He was inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.

Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.