As a financial advisor with the Moran-Havansek Financial Group, Joe specializes in helping clients pursue their financial goals through practical and personalized financial plans. He has a wealth of knowledge in investment and retirement planning. Having earned his Retirement Income Certified Professional®, Joe is uniquely qualified in helping to design individual income plans for retirees with the goal that their assets last as long as they do. Joe is equally adept in many other areas of financial planning as well, including: College Funding, Retirement Plans, Life, Disability and Long-Term-Care insurance. Joe feels that trust and integrity are two of the most important attributes that a planner can have.
Joe has been married for thirty-eight years to his wife, Roxanne. They have two adult daughters and are enjoying their five grandchildren.
Joe Havansek is licensed to sell securities in Illinois, Florida, Georgia, Kansas, Minnesota and Ohio.