Senior Pension Consultant
Family values and family security are what matter most to Joe and this is exhibited in the way he approaches his client’s. Giving advice that will make client’s life’s better now and in the future is his goal. A favorite phrase is “You can’t change history but you can plan for the future.” He looks for the positives and focuses on solutions not problems in our complicated life’s. He takes the confusion out of the issues and decisions client’s face through clear two-way communication. He enjoys life and competition, from playing Santa during Christmas to lowering his handicap on the Golf Course.
Joe spends much of his time in the community giving educational presentations about a wide- array of Aging Issues that we all will face at some point for ourselves or our loved ones. This is done through the “Aging Issues Info” Not For Profit which he is a founding Board Member. The goal is to educate seniors and their families taking the stress out of decisions on Medicare, Medicaid, Long-Term Care, Housing, Estate Planning, Income Planning, Asset Protection, and Fraud Prevention. This is all done from his years of both personal and professional experiences in conjunction with other professionals in each field.
Joe and Paula, his wife of 39 years, reside in Valhalla NY and have three grown children. Joe has received many awards over his 35 -year career. He is active in his church, Lions Club, the Alzheimer’s Association, as well as The Westchester Parks Foundation. He serves his hometown as a zoning board member and assists in stage productions at his local high school and community theater.