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.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What can be learned from the savings rate?
Even low inflation rates over an extended period of time can impact your finances in retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
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 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.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all of your choices when it comes to managing your taxable income?
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.