Joseph Derosa

Background

About Joseph Derosa

My business is to help individuals and corporations promote asset accumulation/growth and protect against risk(s) that may impede it’s progression, maintenance or worse yet.unrecoverable cost.ie taxes or loss from unexpected risk. It is not just about implementing financial products and services. Having the right knowledge, experience, and developing the right process to develop useful fiscal solutions is most important. Generalizing can lead to bad choices and decision making. Collaboration, communication and experience should lead to effective solutions. Thus, when combined properly.should allow for a better process for solving problems while promoting a better strategic partnership with our client relationships. Should you have any questions, feel free to contact me directly. Areas of specialties: Life Insurance, Wealth Management, Estate Planning/Wealth Transfer, Business Continuity/Succession Planning, Executive Benefits, BOLI/COLI. National Presence: Executive Compensation Group is a Member Firm of M Financial Group. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A registered Broker/ Dealer and an Investment Advisor, Member FINRA/SIPC. Executive Compensation Group, LLC is independently owned and operated. Third party posts found this profile do not reflect the views of M Holdings Securities, Inc, nor it's Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities as to it's accuracy and completeness. The material and opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA License #0C61585