Joe B Jaspers
Joe B Jaspers
CFP®
Vice President - Wealth Management
(704) 391-5600 Ext. 2608

2600 Sharon Road W
Charlotte, NC 28210
8:30-5:30
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My Background

Over the last 20 years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time - - while maintaining consistency with their individual comfort level, investment time-line and goals. Working together, I can help you create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) reduction of estate taxes when your accumulated wealth is passed on to your loved ones. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted partner of Carolinas Telco Federal Credit Union I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .
  • B.A., Central College, 1988
  • M.B.A., The University of Iowa, 1989
  • CERTIFIED FINANCIAL PLANNER practictioner 1994
Affiliations . . .
  • Financial Planning Association

Personal . . .

  • Interests include playing competitive amateur golf, college basketball, and spectator of other sports related activities

Professional Services
  • Wealth Management
  • Trust Services
  • Retirement Planning
  • Life Insurance Planning
  • Charitable Giving Strategies
  • Portfolio Management
  • Estate Planning
  • Long Term Care Insurance
  • 401(k) Planning