Joseph Cassella - Financial Advisor in Frederick, MD | WiserAdvisor.com

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS&trade; concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

Primerica Advisors

Extensive experience in the healthcare industry has given me a unique perspective on understanding the complex needs individuals have as they move towards retirement and think about their finances, longevity, and how family will be involved in decisions for the future. In my family alone there have been three generations where the women outlived their spouses by more than a decade. And for those who were not actively involved in the finances, the assumption of that responsibility was overwhelming. Not only were they grieving the loss of a loved-one following a major illness, they also became fearful of losing their independence. 
Watching families go through financial struggles when medical and aging issues arise is what drew me to a career in financial services. I was confident that through proper planning and financial education these challenges could be avoided. I am just as excited today as I was over 15 years ago when I entered this field and I'm even more committed to move you towards and maintain your financial independence throughout all your life events. 
Transitioning from one life stage to another, regardless of your age, can be overwhelming if not prepared. One of the most common questions we are asked is "Can we afford to retire?" I do not take this trusted opportunity to collaborate on important financial decisions lightly. Together, we'll plan long-term strategies to ensure you're prepared for each phase of your family's financial future.

Primerica Advisors

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