ADVISORY TEAM

Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®

Founder, Investment Advisor

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as an international public speaker, provides an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.

Joe Roseman, Jr., CRPC®, CSSCS, NSSA, ChFEBC^SM

Investment Advisor

For over 25 years, Joseph E Roseman Jr, “Joe” to his clients, has developed easy-to-understand educational materials to assist hard-working Americans grow and preserve their wealth. Joe hosts Social Security Workshops, Required Minimum Distribution Seminars, and other retirement income-specific educational events at local libraries and colleges. Once a client has an educational base, he will then put together a retirement plan and retirement income plan that is specific to their needs. Every client has different circumstances, experience and assets. To be a true advisor to his clients, Joe customizes every plan. This plan allows each client to have a roadmap for the specific type of retirement best suited for them and their lifestyle.

Joe Harmon, RICP®, Investment Advisor

Joe’s primary focus is in putting people back in control of their money. His passion for educating people on how money truly works has helped his clients relieve financial pressure, realize lifelong goals and create lasting legacies.

Joe specializes in helping people find money they are losing unknowingly and unnecessarily and bringing those found dollars back to help solidify their retirement. One common area where people transfer money away is in paying for college. As part of his comprehensive retirement process, Joe works with families in developing efficient strategies to pay the college tolls as wisely as possible so that they can cruise through the EZ Pass lane and stay up to speed for retirement.

WEALTH MANAGEMENT & PLANNING PARTNERS

We pride ourselves on being agnostic when it comes to financial products and services. As such we are constantly on the search for distinguished partners who can help us deliver excellence to our clients in the areas of wealth management, insurance and financial planning.