Joe Betcher

Having a plan in place will reduce or eliminate complications.

Providing a comfortable retirement for the U.S. workforce is extremely important to many financial industry leaders. Helping clients reach their full investment potential is the number one goal.

What you don’t know could cost you.

Portions of the Patient Protection and Affordable Care Act, otherwise known as Obamacare, went into effect January 1, 2013 and along with it, tax reform. As part of the law, a 3.8 percent Medicare tax increase will be added to Net Investment Income.