Joseph Fine
Financial Advisor
Helping Leaders in Sales Achieve Financial Independence
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jack Vance
Financial Planning Associate
Jack is from New York and grew up in the Southtowns of Buffalo. He completed his education at Nichols School in New York and then went to college at St. John Fisher College in Rochester, New York. At St. John Fisher College, he earned a B.S. in Marketing. After college, he moved to Somerville, Massachusetts and is currently in Charlestown. Before Northwestern Mutual, Jack worked as a Client Services Associate at a financial planning firm based out of Buffalo. He has completed several designations, including the Certified Plan Fiduciary Advisor (CPFA) designation through NAPA and Wealth Management Specialist (WMS) designations through Kaplan. Jack has also passed the SIE, Series 7 and Series 63 exams.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning