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 Optimization, Empowering Women for Retirement, and other retirement-income specific educational workshops at local libraries and colleges. He feels that once clients have an educational base, they will then be able to put together a retirement and income plan which is specific to their needs. Every client has different circumstances, experiences, and assets. To be a true advisor to his clients, Joe customizes every retirement plan he provides. Having a plan allows his clients to have a roadmap for the specific type of retirement best suited for them and their lifestyle.
Joe has completed the course of study to earn the CRPC® (Chartered Retirement Planning Consultant) Designation. He has extensive knowledge of Federal Retirement Benefits and holds the ChFEBCSM (Chartered Federal Employee Benefits ConsultantSM) Designation. In addition, Joe holds the NSSA (National Social Security Advisor) designation for his work in helping clients maximize their Social Security Benefits.
Joe has appeared on the local CBS affiliate, WBTV Channel 3, on their Weekend morning news show and the evening news show ON YOUR SIDE TONIGHT with Jamie Boll. He has written articles for and been published in Time Magazine, US News and World Report, The Street, Investopedia, Credit.com, and Wisebread. Joe also contributes and volunteers at the Charlotte Rescue Mission.
Joe and his wife Debbie have lived in Charlotte since 1982. They have been happily married for 31 years. They have a 24-year-old son at home, and a 40 year-old daughter with two grandchildren in California. Joe is an active high school basketball referee. Joe & Debbie attend First Baptist Church, Indian Trail, NC.