Joseph GoettCRD Number: 6411008
Current Firm: Wells Fargo Advisors, LLC
Compensation Model: Both
Joseph’s aim is to assist you in informed, responsible stewardship of your assets for lifetime and generational needs. If you are planning for retirement, saving for your children’s or grandchildren’s education, or looking to preserve and grow your wealth- he can help.
Before entering the financial services industry Joseph served as the Director of Charter Sales at a private aviation firm, as well as Vice-President of Sales and Development for its information technology subsidiary.
Planning for Retirement
Retirement can bring significant changes to both your lifestyle and finances. It represents a time when you may no longer be working, or perhaps working less, and when your income will likely come from various sources such as your savings and investments, Social Security, and pensions. Ensuring that these income sources can support you throughout your retirement is critical. It requires a plan that seeks to sufficiently manage common retirement obstacles while also effectively responding to unexpected retirement income challenges. Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, Joseph can help you navigate the complex choices available to you. He offers assistance with a full array of retirement plans, including: IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) and Keogh plans, SIMPLE plans, as well as 401(k), pension, and profit-sharing..
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. What may be a well-constructed portfolio for one investor may not be appropriate for others. Each individual or business has different risk tolerance, goals, time horizons, tax considerations and other needs. Joseph works with you to design investment strategies targeted to your specific needs and goals.
Wells Fargo & Co. has programs which leverage capabilities across the entirety of our divisions- resulting in a holistic approach to addressing your business and personal needs. Contact Joseph to start a constructive dialogue regarding your finances. Together you can identify the areas which require attention and begin developing strategies to mitigate and overcome your challenges.
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|Wells Fargo Advisors, LLC||Old Greenwich, CT||Oct 2014 - Current||2|
|V1 Jets International, Inc.||New York, NY||Apr 2010 - Aug 2014||4|
|Moneysworth||Norwalk, CT||May 2009 - Apr 2010||< 1|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Dec 2014|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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