We treat our clients the way we’d treat our family.
After decades of research and experience — more than 40 years’ worth — Joseph Mignogna has seen enough retirement situations to question strategies that don’t protect against market volatility and unnecessary taxation.
In his words, “successfully avoiding these potential destructive pitfalls can be achieved by helping to inform the clients about the most professional and effective remedies that the tax code allows and staying laser-focused on making sure clients end up with more. And if important, clients can also pass a legacy to children and grandchildren.”
Joseph believes that his many successful long-term client relationships are the result of putting client needs first and the Golden Rule: “Doing unto others as you would have done unto you.”
He also believes the ONLY PATH to determining what is best for clients is the understanding of clients’ feelings, goals and concerns about income and retirement.
Along with 40 years of research, he vigilantly keeps up-to-date on the latest rules and IRS regulations. As Senior Vice President, Advanced Planning for Table Bay Financial Network, he also brings the full force and support of a prestigious national financial network to help clients realize their retirement income goals.
Joseph holds a B.A. in Psychology with a minor in Debate. When he’s not at work, Joseph enjoys spending time with his family — that’s the other reason he does what he does.