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Joseph Carbone, Jr., CFP® banner
Joseph Carbone, Jr., CFP®

Joseph Carbone, Jr., CFP®

@UCPM0kXYRLSj-ZzPoO_Vj7JA - 38 subscribers

Hi 👋 🍕 👋. I'm Joe, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Focus Planning Group. I have over 25 years of experience in providing financial planning for individuals ages 50 & older transitioning into retirement. My firm is structured differently from most other financial planning firms. We break down complex retirement planning topics into simple, actionable steps. When You Work With Us, Your Retirement Looks Like: ✅ Spending your money with confidence ✅ Paying less in taxes ✅ Choosing the right time to file for Social Security ✅ Leaving a clear plan for your family If you'd like to learn more about how we can help you, please visit focusplanninggroup.com. Focus Planning Group, LLC is a SEC registered investment advisor. Advisory services are only offered to clients or prospective clients where Focus Planning Group is properly licensed or exempt from licensure. No advice may be rendered by Focus Planning Group unless a client engagement agreement is in place.

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