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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Joan Wolfe

Joan helped form the practice with her husband Robert. She has a Bachelor of Science
degree in Accounting from the University of Central Florida and also holds a Florida
Real Estate Associates License. Her primary focus is Accounting and Taxation as well
as office administration.
 
She enjoys spending time outdoors, which includes gardening, boating and skiing. She
is also a big fan of the Orlando Magic and the Florida Gators.
 
Joan and Robert have a daughter, Megan, who works at the firm.
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck