Joseph Todice

Our clients share a common goal: having enough to retire when they choose to and ensuring their money lasts throughout retirement. We offer a personalized approach to help you live a more secure financial life in the years ahead. Our approach factors in all of your important goals and provides you with customized advice and guidance for today and the years to come.

We take the time to learn all that we can about you so we can address your needs, opportunities, and goals through a comprehensive strategy that integrates asset protection, retirement income generation, wealth management, and tax efficient alternatives. We deliver thoughtful and objective advice, with each member of our team contributing specialized perspectives and expertise to your personal situation. We also work closely with your other advisors, such as your accountant and attorney, to help ensure that the various components work effectively together.

Throughout our relationship we strive to deliver quality service, clear and concise communication, on-going periodic reviews, and whatever additional support you may need. We take great pride in the fact that a significant number of our clients have come to us as referrals from others who felt that they had benefitted from our insights and advice.

With over 16 years of experience in the financial services industry, I have a depth of knowledge in the area of retirement planning. I serve as the Tax Sheltered Annuity (TSA) representative for a number of local school districts working with educators and administrators to leverage their retirement benefit and savings programs to meet their long-term needs.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

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