Sustainable investing and environmental, social, and governance (ESG) investing enables one to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors when they invest. The primary goal of the ESG [...]
Planning for and building a financial future as a couple is crucial to a life together. It reflects good financial management skills and is vital in strengthening the bond of trust and understanding in a relationship. [...]
It’s that time of the year again when taxpayers must organize their finances, prepare their paperwork, and file their annual tax returns. Getting organized for tax season may seem challenging, but with the proper planning and tools, [...]
On a day dedicated to acknowledging the services of our nation’s past presidents, it’s also an opportunity to glean key financial lessons from their experiences and practices retrospectively. […]
In the quest for wellness- physical and mental- it is easy to overlook an equally fundamental aspect of our lives: financial wellness. […]
Each year, love and commerce converge for the holiday known as Valentine’s Day. Not merely a day of expressing love and affection, Valentine’s Day is now a substantial economic event that impacts various sectors worldwide. In this [...]
As we navigate the year, we must pause and reflect on our progress, particularly concerning the New Year’s resolutions and financial resolutions we set at the beginning of the year. A check-in gives us a rush of [...]
To navigate your retirement savings can be a challenging process due to the inherent complexities and the multitude of factors that tend to affect the most confident plan. […]
As the landscape of our economy shifts and evolves, so do the policies and practices that guide our federal programs. […]
As we become more entrenched in the digital age, financial practices and finance trends for individuals continue to evolve. While technologies in the financial sector are redefining traditional practices, in 2024, individuals will have more tools available [...]
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Attorney At Law
Bruce is a seasoned attorney with a wealth of experience in the legal field.
Specializing in various aspects of law, Bruce has built a reputation for his dedication to providing comprehensive and strategic legal solutions. Known for his sharp analytical skills and in-depth knowledge of the legal landscape, Bruce has successfully represented clients in a wide range of cases. His commitment to upholding justice and ensuring fair outcomes has earned him the trust and respect of both clients and peers. With a track record of successful legal advocacy, Bruce continues to make a significant impact in the legal community, making him a trusted and reliable ally for those seeking expert legal representation.
Financial Advisor
Joseph brings a strong foundation of financial knowledge, a passion for client service, and a commitment to continuous learning and professional development.
As an advisor, Joseph focuses on building lasting relationships based on trust, integrity, and a client-centered approach. He works closely with clients to understand their unique financial needs and goals, providing personalized advice and strategies to help them make informed decisions about investments, retirement planning, and wealth management. Outside of work Joseph enjoys hunting, playing golf, and spending time outdoors.
Financial Planner
With over 24 years of investment experience, Hary specializes in Financial Planning, Portfolio Evaluation, Planning for Life Events. A foundation built on trust and integrity is the preeminent factor in his relationships with clients. As a fiduciary, Hary communicates and executes a cohesive strategy that allows clients to preserve and grow their wealth while producing a predictable stream of income for retirement. Every situation is different, so he takes the time to find out what each clients’ short term needs and long-term goals are.
Maintaining a strong sense of community and a solid professional foundation are very important to Hary. He has been actively involved in financial industry organizations, and his local church.
Away from work you can find him enjoying time with his wife traveling and spending time with their French bulldog Argos.
CEO I Retirement Planning Specialist
Joe Uppleger serves as the CEO of Safe Future Financial and is the respected host of the radio and television show, Money Talks with Joe Uppleger.
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