Joe Boone is , a “safe money” guy.  He is committed to empowering retirees as well as people nearing retirement with the knowledge necessary to make more informed decisions about their financial well being.


Joe specializes in “peace of mind investing,” providing planning and guidance for those who are seeking to maintain or create a better lifestyle in retirement while emphasizing safety, guarantees and asset preservation.  Joe also focuses on helping his clients obtain a “Guaranteed Paycheck for Life” or a guaranteed income that you cannot outlive.


Joe is independent and does not work for brokerages or banks.

Over the past 16 years, Joe has helped his clients guarantee their lifetime income, avoid estate taxes, pass more of their estate to their children without the costs and issues of probate.

Joe Boone