Joe Yocavitch
I believe that people should not have to worry about outliving their retirement savings. I also believe that most people, if not all, would prefer to reduce their tax burden – so I take my clients’ wealth off the radar of the IRS. Most people, many in the financial sector included, are not fully versed with the tax laws; my goal is to educate people so that they can hold onto their wealth – knowledge is power. I am so passionate about education that I often conduct speaking engagements and have authored "Getting Down the Mountain",Dirty Filthy Lies My Broker Taught Me” and “101 Truths About Money and Investing” among other various articles and CD’s.
JML Financial Group offers uncommon financial solutions, transforming areas of inefficiency into maximum productivity. We believe in being proactive and anticipating challenges and opportunities, as we have seen that common, reactive strategies do not work as well.
JML works for you and only you - not a parent company, bank, financial product manufacturer, or brand employer. As an independent firm, we aren’t tied to one product and don’t have any conflicts of interest. Instead, we make objective recommendations based on each client’s unique needs and individual situation.