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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
When considering life insurance, it's important to understand your options.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
What can be learned from the savings rate?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.