Welcome, I'm Joe Counts, a financial Professional in Virginia Beach, VA. We understand that individuals and business owners face unique challenges. Our mission is to help you live a successful, worry free financial life. Our goal is to remove the worry that comes from hoping that you are making the right financial decisions and replace it with helping you feel confident that you are making the right financial decisions for your family and business's future.
Our personalized service and process helps you address your needs for today and for many years to come. After just the first meeting, the overall opportunity available will begin to crystallize. Our professionals have years of experience in financial services and we believe we can help you positively impact your financial health right away. We look forward to working with you through all stages of your life, please call (757) 213-2200.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Ascertaining the value of your business is important for a variety of reasons.
Being healthy not only makes you feel good, it may also help you financially.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.