About

Joe Bonaccorsy has developed a specialty in working with small business owners, corporate retirement plans, business executives, and other individuals that want to maximize their retirement and investment accounts as well as preserve their estates. A Registered Investment Advisor and Certified Financial Planner®, Joe has been recognized by Consumers Research Council as one of America’s Top Financial Planners. A principal architect of The Prudent Optimization Process™, designed to enhance retirement through unique and sensible strategies, Joe has helped create a system utilized by other top advisors across the country. 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. 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 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.