Carrano Financial Planning, LLC

Introduction: Hi, I'm Joe. I'm an (IIAR) Independent Investment Adviser Representative. In short, this basically means I'm self-employed. I hold the ChFC® financial planning credential from the American College of Financial Services. I have over 20 years of combined experience as a Financial Adviser, Insurance Broker and Financial Planner. I have worked for several Fortune 500 companies and have gained the invaluable experience needed to advise clients in the areas of retirement planning, investments and insurance. I'm an eight year veteran of the U.S. Navy and hold a Bachelor's degree in Business from the University of Phoenix. After finally coming to the realization that I needed to create my own work environment without the demands of a corporation, I decided to start my own business. I'm laser focused on problem solving. I really enjoy using creative thinking to solve problems. I use to make suggestions with previous employers for how to improve processes. The typical answer would be..."We'll look into it" or "Don't hold your breath waiting for change". This is another reason I decided to go independent. I use state of the art financial planning software from Right Capital with secure third party cloud document storage. Any personal information is held away securely. I do not keep client information on my computer. Financial documents are uploaded directly to the third party site. You should consider hiring me if you want someone qualified, experienced and willing to work tirelessly to find the answer or solution to your problems. Thank you for your consideration. All the best! Discounts and limited offers below.... 1) - I offer 10% off my services through Thumbtack. 2) - I am also currently offering a lifetime rate guarantee for the Ongoing Planning & Advisory Service. (This is a limited time offer).