Joseph Alfonso
(BA, CFP®, ChFC, EA)
This advisor specializes in the following areas of expertise:
- Helping Clients Identify & Achieve Goals
- Tax Planning
- Ongoing Investment Management
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Advising Employee Benefit Plan Participants
Planning Specialties
I work with you to help you identify your key life goals and the obstacles standing in the way of your achieving them. I then apply my knowledge and experience to help you knock these obstacles down, one by one. Unlike many advisors, I do not lead with solutions. I focus first and foremost on you and helping you determine what you want to achieve. The better job we do uncovering your goals, the more naturally the solutions for realizing them will flow and the better these goals will fit your values and core beliefs.
Additional Information
Financial planning is a constantly changing process, not a one time event. My approach reflects this and is comprehensive and ongoing. All of my work with you will be centered on your priorities, not mine, and our success will be measured by how well you achieve and maintain the life you deserve.
NAPFA Start Date
May 12, 2006