Our service is designed to counsel with individuals and business owners and use their goals and objectives to develop a balanced program to help build financial independence for their present and future needs. We attempt to use tax-favored programs which can potentially result in increased income and a reduction in present and future taxes.
The primary goal that Joe has for each of his clients is to help them achieve financial success and independence. Each of his clients are guided in developing and implementing financial programs which concentrate on creating, enjoying, and preserving wealth in a tax-favored manor.
Joe’s experience in providing financial services to businesses and individuals began in 1971 following a flying career with the USAF and American Airlines. He has spent 24 years with bank trust departments designing and administering retirement plans and associated investments.
In 1994 Joe established Financial Success, Inc. for specialized planning in Asset Protection and retirement programs. Joe is a licensed Certified Financial Planner and holds securities and insurance licenses.
Joseph A. Burkart II, MBA, CFP