Joe Thaman, CPFA® , helps families, executives and business owners build wealth and develop future income sources to retire successfully. He assists in every stage of life, providing exceptional service and creative financial planning solutions for your personal and business needs. Employee benefits, investment management, individual lifetime income strategies, and Medicare and Social Security planning are just a few of the services he provides.
After graduating from the University of Notre Dame, Joe began his career in 2005 as an employee benefit consultant, helping hundreds of companies across the country develop and maintain employee benefit plans efficiently and in a cost-effective manner. He knows the importance of taking the time to understand your goals and your unique circumstances. Joe works together with you as well as your CPA and/or attorney to develop the very best strategies to help achieve your goals, meeting regularly with you to stay on track financially.
Joe holds his Series 7 and 66 securities licenses along with his life and health insurance license. He resides in University City, Missouri. He is an avid Cardinals’ fan, a Notre Dame fan, and enjoys golf, music and traveling.
To view Joe B Thaman’s FINRA BrokerCheck, click here.