Designing a Confident Future
Phone
Office
60 Rochester Hill Road Unit 2
Rochester, NH 03867
polychronis wealth management
Joe Polychronis joined the firm in 2023, adding the wealth management department to the practice. Joe is a Retirement Income Certified Professional and holds the series 65 license, utilizing both to give clients the tools they need to reach their retirement goals. He uses careful analysis to find holes that exist in plans that often arise from a lack of efficient tax planning. He blends the core principles that John Polychronis laid as a foundation with modern technology to give you not only an efficient retirement plan, but one that is tailored truly fit your needs and interests.
He is passionate about creating retirement plans that account for multiple scenarios such as loss of a spouse, market corrections, and high inflation. Retiring is an exciting but also stressful time of life resulting in many unknowns as retirees leave the work force. His goal is to take the stress away from worrying about your income so you can enjoy spending your hard-earned dollars.
Polychronis Wealth Management offers a wide array of services from including individual investing, workplace retirement plans, life insurance, financial advising, and retirement income planning.
When outside the office Joe enjoys golfing, woodworking, trying new restaurants, and exploring the white mountains.
Polychronis Wealth Management
Risk Management
There are many reasons for individuals to invest, particularly when it’s widely accepted as the best way to build toward a confident retirement. Maybe you’ve been reluctant to get in the game or to make bigger moves with your current investments because of the risk.
retirement income planning
Income planning is one of the best ways to gain confidence while leading up to your retirement. If you want to feel prepared for your golden years, you’ll need to work out how much you need by the time you reach your retirement.
Maximizing Social Security
Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.