Joe Roseman, NSSA® Advisor · Charlotte, NC
Joe Roseman
Owner, StayRetired Wealth Strategies
Professional Profile
Meet Joe Roseman, Jr., the trusted Owner of StayRetired Wealth Strategies, located in beautiful North Carolina. With over 35 years of experience in the financial industry, Joe has established himself as a leading authority on Social Security and retirement planning. As a Chartered Retirement Planning Counselor (CRPC) and a Chartered Federal Employee Benefit Consultant (ChFEBC), he combines in-depth knowledge with a commitment to helping clients navigate their unique retirement needs.
As a holder of the NSSA® Social Security certification, Joe Roseman brings specialized knowledge of Social Security planning to every client relationship.
Since 2009, Joe has hosted engaging Social Security educational seminars, empowering individuals to make informed choices about their retirement. His expertise is further exemplified through his qualifications, including being a Certified Dementia Practitioner and a member of the National Social Security Advisors (NSSA) community. As a best-selling Amazon author, Joe has penned works like "The StayRetired Model" and co-authored essential guides such as "Don't Go Broke in a Nursing Home" and "Long-term Care Planning in the Post Covid World," showcasing his dedication to contemporary retirement issues.
With a focus on practical strategies and personal attention, Joe is dedicated to ensuring his clients can retire comfortably and stay retired, without the fear of financial uncertainty. If you are looking for a reliable and knowledgeable Social Security expert in North Carolina, look no further than Joe Roseman, Jr. at StayRetired Wealth Strategies.
Disclosure
Disclosure: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through StayRetired Wealth Strategies. StayRetired Wealth Strategies is a separate and unaffiliated entity from Simplicity Wealth. This email and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the email, you are hereby notified that any use, dissemination, or copying of this email or the information contained in this email is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete all the copies from your system. Please do not use email to request, authorize, or effect the purchase or sale of any security or insurance product or service, to send fund transfer instructions, or to affect any other transactions, as Simplicity Wealth is not authorized to accept those requests in electronic format. Any such requests, orders or transactions sent via email will not be accepted and will not be processed. Simplicity Wealth's outgoing and incoming email is electronically archived and recorded and is subject to review, monitoring and/or disclosure to someone other than the recipient. The transmission of information via email is not completely secure, and Simplicity Wealth cannot guarantee the security of personal information transmitted through email.
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