- BIOGRAPHY -
Joseph’s special areas of concentration include: helping people find and coordinate long-term healthcare benefits, retirement and cash flow planning. Joe is well qualified for this specialty having been serving residents of Illinois and Wisconsin for 24 years.
Joe is a graduate of Lewis University and has completed many continuing education courses in financial and long-term care planning. Joe became securities licensed receiving his series 7, 63 and 65 in 1991. He has since released them and concentrates on income and long-term care planning.
In recent years because of markets and geo-political volatility it has become apparent that many people at or near retirement were over exposed to market risk. To address these issues, Financial Benefits Group was formed in 2001.
Financial Benefits Group works with teams of lawyers, accountants, financial planners and to bring clients the best advice possible. When smart advisors work together, clients trust their recommendations.
Understanding the needs and wants of our client’s income and long-term care concerns and working together for reasonable solutions is our sole purpose.
“Getting in is easy, getting out with reasonable results is what makes us different” -Joseph Caruana
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