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.
What's yours?
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.
After years of living the “rat race”, you are looking forward to the day when you can start living on...
You are more experienced now, your bank account is larger, and it is easier to think further ahead....
You have worked all your life and saved for retirement. What other planning work could possibly be...
You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....