Joe Petry (CFP®, CRPC®, MSPFP, PhD)

Joe Petry focuses in the
following client markets or areas of practice:

Baby Boomers

Corporate Executives

Estate & Generational Planning Issues

Fixed Fee (Subscription, Retainer, etc.)

Generation X

High Net Worth Client Needs

Planning Specialties

Portfolio withdrawal strategies Roth conversions Tax bracket management Analyzing pension payment options Investment account consolidation Cash management Reallocating investment portfolios Social Security & IRMAA planning Tax gain/loss harvesting Health insurance coverage analysis Asset location/allocation analysis Periodic portfolio rebalancing Amending insurance coverage Debt refinancing & consolidation Retirement spending plan Updating estate plan Income tax withholding elections Buying or selling real estate

Additional Information

Joe Petry, PhD, CFP, CRPC, an expert in tax-smart retirement planning and asset management for a flat fee. Joe is not just a financial advisor, but a trusted guide in the complex world of finance. His unique blend of expertise in stocks, mutual funds, and tax implications sets him apart. Clients praise Joe for exceeding expectations. One said, 'He not only has a firm grasp on stocks and mutual funds but also understands the tax ramifications. He prepares a well-thought-out, detailed and understandable report.' Joe's ability to demystify complex financial topics into understandable terms is particularly valued. His detailed yet accessible reports ensure that clients are not just following advice blindly but are also educated on their financial decisions. This approach empowers clients, providing them with the knowledge to understand and participate in their financial journey. What makes Joe truly stand out is his commitment to a transparent, client-first approach. His flat-fee service ensures no hidden costs, allowing clients to focus on what matters most: their financial well-being. With Joe, clients receive a tailored strategy that maximizes investments and minimizes tax burdens, securing a more prosperous future.