RMDs & Taxes: Retirement Planning

Joe Yocavitch is the President and founder of JML Financial Group with more than 33 years of experience in the financial services industry.  Over the course of his career, he has dedicated his focus to furnishing a wide range of services and products. Working with high net worth individuals, professionals, business owners, and retirees, he focuses on tax efficient strategies, estate planning, business insurance, and investment strategies. Through his efforts and a reputation for outstanding service, he has built a solid client client base and grown his business through referrals from clients.

Joe believes that commitment to excellence is a habit, not an act. He only recommends strategies that he himself would use. He also conducts seminars on various topics and is frequently invited to speak to groups on estate planning concepts. As a John Maxwell certified trainer, coach and team member, I offer workshops, seminars, keynote speaking, and coaching to aid in personal and professional growth to individuals, organizations and companies worldwide. My facilitated groups offer a combination of masterminding, peer brainstorming, education, accountability and support in a group setting to sharpen your business and personal skills. By bringing fresh ideas and a different perspective, my masterminds can help you achieve success

Joe is a registered representative with Brokers International Financial Services, LLC  and is a graduate of the Life Underwriting Training Council. He holds a Bachelor of Arts in Business and Managerial Economics from the University of North Carolina at Chapel Hill.

Outside of the office, Joe enjoys golf, wine making, fitness and spending time with his family.