Joe Esparolini

MY “WHY” – Who would plan to be raised in foster care?

Certainly not our parents nor their children, but that was exactly where we ended up. Unfortunately, our parents were not fully prepared for the life events that not only derailed their lives, but those of their children. These life events forced them to make the very difficult decision to give up their children to be raised in the foster care system, forever changing our lives.

Life events can unintentionally derail our most important goals. My family’s story is an example of why I chose a path of serving others.

MY LIFE MISSION
Taking a human centric approach to help individuals, families, businesses and non-profits reach their most important goals, even when faced with the inevitable life events.

MY QUESTION
How does your current plan help you reach your goals and prevent derailment?

MY OFFER
Provide "complimentary" strategies focused on delivering a more positive financial outcome for you.

MY PROCESS
LISTEN - To understand you, your goals, and your concerns.
ANALYZE - To determine if you are on track with your goals.
ADVISE - By providing human-centric and tailored strategies.
MONITOR - Implemented strategies to keep you on track.

MY FOCUS
Wealth Accumulation, Retirement, Education Savings, Protection, Cash Flow Efficiency, Debt Reduction, Estate and Legacy strategies.