Joel Nance (CFP®)

Joel Nance focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Charitable Giving

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Planning Specialties

We help everyday people save more by making smart decisions about spending, managing debt, and investing for their goals. Our investment approach combines the best research of old and new in an approach that is sophisticated and yet transparent and understandable. Our retirement planning maximizes your retirement income while paying attention to taxes, required distributions, and legacy concerns.

Additional Information

Joel has over 15 years of experience as a CFP® professional doing financial planning, asset managemet, and tax preparation. He has a Master's degree in Applied Linguistics and completed his financial education through Boston University in order to become a CFP® professional.