As a Financial Consultant and Retirement Plans practice leader with Mosaic Capital Group, I focus my practice on working closely with clients to understand their current needs and as well as their goals before creating and implementing the appropriate retirement plan design and funding arrangements. I partner with companies to help carefully assess the fees and benefits associated with a wide range of plans to determine which is the most advantageous for the client and their employees. My team guides you through the complexities of compliance requirements and can help decipher plan disclosures to choose the right plan for your business.
Joe's goal is to make sure you can choose a plan that's easy to manage, maximizes services, and minimizes confusion, regardless of the size of your business.
- University of Michigan, Bachelor of Science, Kinesiology
- Member University of Michigan Men's Varsity Golf Team 1986-1990
- Accredited Investment Fiduciary (AIF®)
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Mosaic Capital Group is not owned or operated by Equitable Advisors, LLC or its affiliates.