Questions or schedule a complimentary meeting.
We are more than happy to answer any preliminary questions you might have! Our complimentary meeting also provides many answers to FAQ's.
How can we help you?
My goal is to offer our clients the finest advice and products by listening to their dreams, desires, and goals. Establishing a trusted relationship is crucial for the success and happiness of our clients.
About us
My goal is to offer our clients the finest advice and products by listening to their dreams, desires, and goals. Establishing a trusted relationship is crucial for the success and happiness of our clients.
At Joy Retirement Advisors, we collaborate closely with our clients to empower them to seize control of their financial future through education and the crafting of a personalized financial strategy. Our strategies are meticulously tailored to address the five critical areas of retirement planning:
As dedicated financial advisors, we view it as our duty to guide our clients in making the most sound financial decisions for themselves and their loved ones.
We tirelessly strive to deliver financial solutions that are specifically designed to foster security and peace of mind in retirement. Our commitment to you is akin to family, and we extend our services without charge for advice or retirement projection reports.
At Joy Retirement Advisors, we collaborate closely with our clients to empower them to seize control of their financial future through education and the crafting of a personalized financial strategy. Our strategies are meticulously tailored to address the five critical areas of retirement planning:
- Retirement income solutions
- Social Security solutions
- Medicare and long-term care solutions
- Estate and legacy strategies
As dedicated financial advisors, we view it as our duty to guide our clients in making the most sound financial decisions for themselves and their loved ones.
We tirelessly strive to deliver financial solutions that are specifically designed to foster security and peace of mind in retirement. Our commitment to you is akin to family, and we extend our services without charge for advice or retirement projection reports.
Our services
Life and Annuity policy reviews
Are your current policy(s) offering living benefits if not they need to be reviewed.
Are they up to date on the lifestyle you would like to have for retirement.
Estate Planning Review
At Joy Retirement Advisors we will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
Retirement Income Projections
We will help you create a retirement income plan that balances:
Social Security Maximization
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.
There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Are your current policy(s) offering living benefits if not they need to be reviewed.
Are they up to date on the lifestyle you would like to have for retirement.
Estate Planning Review
At Joy Retirement Advisors we will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
Retirement Income Projections
We will help you create a retirement income plan that balances:
- Daily Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
- Factoring in Pensions Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
- Planning for the Unexpected and the Inevitable
Social Security Maximization
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.
There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Frank Joy
Mr. Joy, a Las Vegas native, has an extensive 30-year tenure within the Financial Service Industry, earning esteemed recognition from both peers and clients alike. His professional accolades include Certified Financial PlannerTM (1987-2009), Registered Representative (1986-2002), Investment Advisor Representative (1993-2002, 2017), and State of Nevada Life and Health Agent (1985-Present). Leveraging his diverse business and educational background, he adeptly crafts successful financial reports.
Mr. Joy's business prowess is further fortified by his educational achievements, including an A.A.S. in Real Estate from the Community College of Southern Nevada, along with past tenure as an Adjunct Faculty Member at the College for Financial Planning in Denver, Colorado, and the Community College of Southern Nevada.
A staunch believer in community engagement, Mr. Joy has actively served in professional associations and community affairs, holding pivotal roles such as:
Mr. Joy's business prowess is further fortified by his educational achievements, including an A.A.S. in Real Estate from the Community College of Southern Nevada, along with past tenure as an Adjunct Faculty Member at the College for Financial Planning in Denver, Colorado, and the Community College of Southern Nevada.
A staunch believer in community engagement, Mr. Joy has actively served in professional associations and community affairs, holding pivotal roles such as:
- President, International Association for Financial Planning, Las Vegas Chapter (1988, 1991, 1998)
- Trustee, Las Vegas Performing Arts Center (1998-2001)
- President, Las Vegas Paradise Rotary Club (1993); Member (1985-2001)
- Advisory Board Member, Las Vegas Academy of Finance (1998-1999)
- Board Member (2000-2001), Las Vegas Juvenile Diabetes Foundation
Our Three Step Process
INITIAL CONSULTATION
During our initial meeting, we'll delve into your financial aspirations, exploring what you aim to achieve with your financial goals. Additionally, we'll provide insights into our financial strategies and how they can be tailored to help you accomplish your objectives.
STRATEGY DEVELOPMENT
In subsequent meetings, we'll embark on constructing your personalized strategies. Our discussions will encompass topics such, as social security, pensions, 401K's, and Medicare. We'll also factor in your current lifestyle and other pertinent elements that may influence your retirement income. Moreover, we'll address methods to safeguard your financial future against unforeseen expenses and life events.
ONGOING MANAGEMENT
As life evolves, so too should your financial strategies. We'll regularly convene to reassess your financial standing and make any necessary adjustments. Our proactive approach aims to ensure that you consistently progress toward fulfilling all your financial aspirations and goals.
During our initial meeting, we'll delve into your financial aspirations, exploring what you aim to achieve with your financial goals. Additionally, we'll provide insights into our financial strategies and how they can be tailored to help you accomplish your objectives.
STRATEGY DEVELOPMENT
In subsequent meetings, we'll embark on constructing your personalized strategies. Our discussions will encompass topics such, as social security, pensions, 401K's, and Medicare. We'll also factor in your current lifestyle and other pertinent elements that may influence your retirement income. Moreover, we'll address methods to safeguard your financial future against unforeseen expenses and life events.
ONGOING MANAGEMENT
As life evolves, so too should your financial strategies. We'll regularly convene to reassess your financial standing and make any necessary adjustments. Our proactive approach aims to ensure that you consistently progress toward fulfilling all your financial aspirations and goals.