JOSEPH MILICI

Financial Advisor in CT

ABOUT JOSEPH MILICI

From an early age, Joseph Milici has been passionate about business and finance. He graduated from Quinnipiac University with a Bachelors Degree in Business Administration and Marketing. Joseph Milici's professional career began in 2012 in the French Multinational company, AXA Equitable, where he started as a Financial Advisor in the specialized division New Canaan Group. The company provides various insurance products and financial services. Joseph was doing financial consulting with a focus on helping K-12 employees as well as small businesses and municipalities. He specializes in helping public service employees understand their pension and how to implement it to their overall retirement plan. Joseph Milici worked more than 9 years in the company and in the middle of 2022 decided to switch to Lumiere Financial Group, continuing his Financial Advisor career. His personal interests include Real Estate, Travel, Boating, and Fitness.

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What can Joseph Milici do for you

1. Personalised Financial Planning
2. Retirement Planning
3. Life, long term term care & disability insurance

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Personalised Financial Planning

A personal financial plan now is more important than ever. It is a documented analysis of your personal finances - earnings, assets, liabilities and investments. The purpose of a financial plan is to help you determine the feasibility of your personal life goals and to understand the steps that you will need to take in order to accomplish them. Your personalised financial plan can cover weeks, months and years, based on the estimated completion time of your goals.

Retirement
Planning

Planning for Retirement is never easy, but yet is so important. A sum of money is added during an employee's employment years and from which payments are drawn to support the person's retirement from work in the form of periodic payments. Joe Milici specializes in helping public service employees understand their pension and how to implement it to their overall retirement plan. He's been doing it for more than 9 years alredy.

Life, long term term care & disability insurance

Life insurance provides your family financial protection in the event of your passing. Your beneficiaries will receive money, ensuring security in a difficult time. Similarly, Term insurance is a type of life insurance that provides coverage for a certain period, or a specified "term". Disability Insurance protects the beneficiary's earned income against the risk that a disability creates a barrier for completion of core work functions.

How To Work With Joseph Milici

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