Products & Services

At Joel Josephs, we provide assistance in the following areas:

Investments & Strategies

 

 

 

 

 

 

  • Tactical Portfolio Management
  • Brokerage Accounts
  • Alternative Investments
  • Managed Money Accounts
  • Individual Retirement Accounts - Traditional & Roth
  • Variable and Fixed Annuities
  • Exchange Traded Funds
  • Common Stocks
  • Mutual Funds
  • Unit Investment Trusts
  • Bonds
  • Government Securities
  • Options

Financial Planning

 

 

 

 

 

 

 

 

  • Estate Planning
  • Retirement Planning
  • Tax Reduction Strategies
  • Cash Management
  • 401(k) Planning
  • Beneficiary Planning
  • Cash Flow Analysis
  • Budgeting
  • Qualified and Non-Qualified Stock Options

Insurance

 

 

 

 

 

  • Life Insurance
  • Long Term Care Insurance
  • Review of current policies

Qualified Retirement Plans

 

 

 

 

 

  • Profit Sharing & 401(k) Plans
  • Defined Benefit Plans
  • SEP Plans
  • SIMPLE Plans
  • Education regarding Fiduciary Responsibilities