Hi, I'm Joe Figliomeni, a Certified Financial Planner with KLT Wealth Management.
Many people ask me what I do as a Planner.
I like to keep things simple and help you achieve your goals and dreams.
I've been in the industry for over 20 years, and the goals are as unique as my clients.
Working as an independent financial advisor, I have the ability to offer a wide range of investment options. Couple that with tax strategies, cash flow planning, risk management and estate planning.
Now you can't get that from an app!
It's never too early or too late to start your financial planning, so let's get started!
Contact me, Joe Figliomeni, at KLT Wealth Management.