Joe Girouard is a financial advisor who offers guidance to clients on retirement planning, insurance, mortgages, college savings, taxes, investments, and estate planning. He crafts customized financial plans by understanding clients' goals and risk tolerance. Additionally, Joe maintains ongoing communication with clients to periodically reassess their financial circumstances and needs, making adjustments to plans as necessary.

1. Joe Girouard Reaches
Out to Clients to Stay
Informed About
Changes in Their
Financial
Circumstances

2. Role of Joe Girouard as Financial
Advisor
 Joe Girouard offers clients guidance on a range of financial matters,
including retirement planning, insurance, mortgages, college savings
accounts, tax strategies, investments, and estate planning.
 His daily activities involve engaging with clients to understand their financial
goals and assess their risk tolerance.
 Possessing the necessary licenses and in-depth knowledge of the most current
financial products available, he ensures that clients receive well-informed
advice.

3. His Role is More Than Executing
Market Trends for His Clients
 In his role as a financial advisor, Joe's responsibilities extend beyond merely
executing market trends for his clients.
 He leverages his knowledge and expertise to craft customized financial plans
tailored to his clients' specific objectives.
 Additionally, he maintains ongoing communication with his clients to
periodically reassess their current financial circumstances and future
aspirations, adjusting the plans as necessary to align with their evolving
needs.

4. His Other Roles as Financial Advisor
 Joe Girouard routinely examines client accounts and financial plans to
determine whether life events, economic shifts, situational considerations, or
financial performance warrant adjustments to their plans.
 He takes action by either executing changes to their financial plans or
directing clients to suitable professionals who can provide assistance.
 Joe consistently reaches out to clients to stay informed about changes in their
financial circumstances.

5. Thank You
Joe Girouard