As a business owner, you may feel like your wealth is invested in a single stock -- your privately-held company. Join us to discuss how you can diversify and unlock wealth now and over time.
In today’s world, it’s essential that your wealth management firm understands the tax, investment, and planning issues involved during major life events. We can guide you through the choices and help you understand their impact on your life goals, finances, and priorities.
– David Geller CEO & Co-Founder
When you face stressful decisions about life, career, and family, your body can actually work against you. Fortunately, we address that problem with Behavioral Wealth Management. For example, our team deals with these events on a regular basis, so we can help illuminate the unknowns and latest options that can cause anxiety for you and your family. We can also give you the context to understand your choices. While we’re not practicing law or accounting, we can share:
There’s never a perfect choice or even a right choice; there’s just the right choice for you based on your values, priorities, and wisdom. We’ve been there. Whatever you’re going through, JOYN’s team has worked with clients through similar situations.
Percentage of business owners who sold their businesses later regretted the decision to sell.1
Born after 1955? You’re up to 300% more likely to experience stress-related disorders versus your grandparents.2
Retirees miss their friends: Highly successful professionals approaching retirement cited “work friendships” as their strongest work motivator, beating “financial gain.”3
Give your M.D. a cookie: Doctors in a positive mood show about 300% more intelligence and creativity and make accurate diagnoses 19% faster than peers in a “neutral” mood.4
More than 30 million baby boomers say they would like to make a career change.5
Roughly 33% of retirees have poor adjustment styles, affecting the likelihood that they’ll experience significant shocks, losses and adjustments.6
51% of people ages 55-64 are (or would like to be) semi-retired before retiring full time.7
40% of workers rate their job as “very or extremely stressful.”8