Joseph Doss, SE-AWMA®, BFA®

Germantown, TN 38138

Phone:

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.