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Joe Faler, CLU, ChFC

Joe Faler, CLU, ChFC

Insurance Specialist

DEDICATED. My goal is to help current and new clients solve their risk management needs through understanding, educating, counseling, and implementation of Life, Disability, and Long Term Care Insurance solutions. We serve families, individuals, and businesses with equal dedication.   

EXPERIENCED.  Insurance is a crucial and integral part of any financial plan; therefore, having someone who is both knowledgeable and experienced to guide you through the process is very important. For this reason, I obtained the industry’s highest standard of excellence by earning the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations in addition to over 25 years of experience in financial services. 

THOUGHTFUL.  One of the things that I enjoy the most about this business is designing a new insurance plan for someone or improving their existing one, and then seeing them understand the benefits of it. A properly implemented plan can bring great peace of mind, which in turn, gives me joy and satisfaction.