Backwards Planning Financial
Joe Garrisi
Wealth Management Advisor|CLU®, RICP®
We Plan with the End in Mind

We specialize in working with active military, veterans and their families
As a veteran, I’m very aware of the pay and benefits offered to our servicemembers. When exiting the military, there are some important decisions to be made. I am here to help! Let’s talk about what’s best for you and your family as you transition from your active-duty service to civilian life. Below is a list of topics and resources that may be useful as well. When we sit down and discuss your financial situation, we’ll work through all of this information as well.