About Joel Wymer
Joel Wymer has been working in the financial services industry for over 25 years. It all started when Joel went to a financial workshop where best-selling author, Doug Andrews, was presenting a very simple, but alternative approach to planning for one's retirement.
The approach focused around the teachings of how to successfully manage equity to enhance its liquidity, safety, and rate of return, as well as maximize tax benefits.
The approach focused around the teachings of how to successfully manage equity to enhance its liquidity, safety, and rate of return, as well as maximize tax benefits.
It was there that Joel discovered all of the strategies to put himself in control of his future. He had been losing money in many of the common areas that most people do: mortgage, taxes, qualified plans, college planning, and more.
The information learned inspired him to become a financial strategist dedicated to helping others who were in a situation much like his. "I immediately fell in love," Joel states, "with the idea of helping people succeed financially. It has been a passion of mine ever since."
The information learned inspired him to become a financial strategist dedicated to helping others who were in a situation much like his. "I immediately fell in love," Joel states, "with the idea of helping people succeed financially. It has been a passion of mine ever since."
Joel currently works with hundreds of individuals, families, and business owners to help them avoid some of the common pitfalls people experience when planning for retirement. "I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."
When Joel finds time away from the office, he spends it with his family. He has a deep faith in God and loves to golf and play all kinds of sports.
When Joel finds time away from the office, he spends it with his family. He has a deep faith in God and loves to golf and play all kinds of sports.