As a Financial Advisor and Founder of A2 Investment Solutions, previously known as Joseph S. Okros Financial Planning, I specialize in retirement planning for current retirees, those retiring within 10 years, professionals, and small business owners. I started in the financial industry in 1963, where I began my financial advisory career working for large insurance and investment companies. In the early 1980s, I formed an independent financial advisory firm. Forming my own independent financial firm allowed me to bring my clients the best possible products for their personal situations without having the pressure of selling them products that were in the best interests of being sold by a large financial organization.
I believe that a testament to my excellent service to clients can be demonstrated by the fact that I still have numerous clients from my early years in the industry that have remained with me for over 50 years. Together, my son and I have over 73 years of experience as financial advisory professionals.
I am currently semi-retired and reside most of the time in Florida with my wife of 60 years, Cookie. When I am not working, I enjoy spending time with my family and grandchildren.