Joel Wymer is the owner and president of Tax and Financial Strategies. Joel has been a financial strategist for the past 17 years and founded TFS 15 years ago. Tax and Financial Strategies is a financial services firm that specializes in working with individuals on innovative retirement planning, estate planning, equity management and college funding techniques. Our goal is to establish long and lasting relationships with our clients and to help them implement safe, proven financial strategies. These techniques allow our clients to reach financial independence sooner, rather than later or not at all.
Most people have some idea about where they want to go and what they want to accomplish financially. However, the majority of people never put those ideas on paper or into a formal financial plan, so they never actually reach their goals. Our job is to help you get there and we can almost always show you how to accomplish your financial dreams without spending any more money or digging deeper into your pockets.