JosephN Vitale- Financial Advisor Metamora, MI

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About Joseph N Vitale

Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the Presidents Elite Award.

In 2007, Joe founded American Retirement Solutions helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning*.

In the late 1980's Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm and became a Fiduciary to help ensure his clients received the very best of service and accountability for their Retirement planning and strategies.

Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it's all about distribution and preservation.

Joe resides in Lapeer County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs help.

See Disclosures

General Information

Firm Start Year

2006

CRD#

1920232

Firm CRD#

284112

Insurance License#

989857

Name of Custodial Firm

TD Ameritrade

States Licensed in

00073800

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Legal Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$49,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions, Based on Assets

Fee % Based on Assets

1.5% ave

Hourly Rate

$250

Additional Details on Charges

Fee based but no fees on fixed or fixed index annuities charged by me or my firm.

Minimum Fee Charged for Managed Accounts

$250

Minimum Fee Charged for Hourly Planning Accounts

$250

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889843/paladinregistry-American-Retirement-Advisors-detailed-disclosure.html

Disclaimer

All written content on this site is for information purposes only. Opinions expressed herein are solely those of American Retirement Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by American Retirement Advisors, Inc. a Registered Investment Advisor in the State of Michigan. Insurance products and services are offered through American Retirement Solutions, Inc. American Retirement Advisors Inc. and American Retirement Solutions are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan or where otherwise legally permitted. American Retirement Advisors, Inc. American Retirement Advisors, Inc. and Joe Vitale are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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Joseph N Vitale

American Retirement Advisors