What We Do
Comprehensive Planning
Comprehensive Planning Starting with an End in Mind What is the rate of return you need to achieve so that you will not run out of money? It’s a simple question. It may be the most important question. But most can’t answer it. It is only after you determine the...
Investment Management
Classic Investment for Today’s Money The market can be irrational and volatile. Long-term investment strategies rely on analysis and corporate valuation, but they often cannot take two fundamental factors into account: fear and greed. We are not afraid of the word...
Wealth Development
Joule Financial is very excited to be offering a wealth development program in conjunction with our #1 podcast DIY Money. Stay tuned for more information on this innovative program
Our Thoughts
What We’re Really Losing
It wasn’t so much valuations that concerned us; but, rather, the incredible amount of debt finding its way on company balance sheets, not to mention the federal government. Combined with rampant speculation, the pending decline was a forgone conclusion and, of...
Should Investors Rev Up Their Portfolio With Tesla Shares?
Quint joins CNBC's Trading Nations to discuss Tesla's rising...
2019 – Year End Review
December 17th, 2019 - 4pm - I trust this letter finds you well, and that you are enjoying another fantastic holiday season. Despite the general mood of the population, with regards to how 'crazy and concerning' things are in our society today, I'm often reminded of...
You might be a good fit for Joule Financial if you are:
Planning for or in Retirement
You are starting to think about retirement and want to determine an appropriate target retirement age
You are close to retirement and want to make sure you have examined all the proper financial data to ensure your income is secure through retirement such that you will not outlive your resources
You are in retirement and unsure or insecure about your income distribution methods.
A Working Professional
You are a professional starting to pursue financial investments and want to make sure you are considering your 401k, Roth IRA and taxable investments.
With more than 10 working years remaining, you are contemplating a financial and retirement plan and seek a second opinion to help formulate this strategic process.
You have recently left a job and are exploring your options for your previous company retirement plan.
A Small Business Owner
You are seeking an affordable retirement plan solution for your small business.
Newsletter
One of the best ways to learn more about Joule Financial is to join our free e-mail list. Periodically we will send out an e-mail newsletter for you to learn more about what we’re thinking or doing for client portfolios. We will never sell your information nor solicit you through this e-mail. It is for informational purposes only.