Global View Investment Blog

Joe Hines

Joe Hines

Joey's primary focus is working with clients in the goals setting and financial planning process. He has extensive experience is in helping clients facilitate the decision making process, leading them through the implementation of their financial plan and contributing to their peace of mind. This includes helping clients gain an understanding of estate planning, charitable giving, and helping them implement these plans by working closely with estate planning attorneys.

Recent Posts

Maximizing Social Security

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2013 Year End Planning Checklist

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Entering Retirement

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Is College Really Worth the Money?

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2012 Year End Planning List

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Life Series on Aging Seminars

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