About

Joe Bonaccorsy is a Certified Financial Planner® recognized by the Consumers Research Council as one of America’s Top Financial Planners. Joe is a frequent speaker on retirement and estate planning for both government agencies and corporations. Joe received his BA and graduated Magna Cum Laude from American Intercontinental University and Financial Planning Certificate from Florida Tech University.

As a fiduciary, Joe helps his clients set a clear and realistic path toward meeting their goals while optimizing their investments using strategies that incorporate research, math, and historical data to build plans that have the highest probability of success regardless of market cycles while minimizing taxes and risk. Joe believes that his ability to provide his clients with quality financial planning advice and service is dependent on developing strong, trusting, and lasting relationships. Providing his clients with choices and alternatives when providing strategies to help meet their financial needs and goals has been the driving force behind his career as a trusted financial advisor.

In his free time, Joe enjoys golfing, umpiring high school, college, and men’s league baseball, as well as spending quality time with family.

Strategic. Comprehensive. Tactical.

This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.