Joe Spano
Federal Benefits Consultant

Potter and Spano Financial Group
​​4 Rachel Lane
South Charleston, WV 25309
Office: ​(304) 541-2005

​Email: [email protected]
Website: www.PotterSpanoFG.com

Services Provided To Federal Employees In All 50 States!

Joe Spano is a Federal Employee Benefits Planner that specializes in helping clients prepare for retirement. Based out of West Virginia, he has been an expert in the field of retirement planning since 1984.  In addition to retirement planning, his background in following subjects makes him a valuable resource to the clients he serves:

• 401k/TSP/IRA Rollover Planning
• Social Security Maximization
• Tax Planning
• Estate Planning 
• Tax-Free Income Planning
• Tax-Free Wealth Transfer 
• Balanced Financial Portfolio Management 
• Final Expense Planning ​ ​​

Joe and his team use an educational & fun approach to working with their clients. It is important to Joe's team that they can have fun with like-minded individuals during the process of educating them on what their best options are for accomplishing their future goals.

Vertical Divider

FREE BENEFITS PROTECTION KIT 

Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 

• 2021 Tax & Contribution Guide 
• 5 Things You Should Consider Before Claiming Social Security 
• Retirement Income Worksheet 
• Customized Retirement Analyzer Plan