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