Joan Kerr

Associate

Joan has worked in Financial Services and Asset Protection since 2008.  From 1982 to 2008 she was licensed and practiced in the field of Medical Imaging.  Both careers afforded her to work one on one with the public.  Both fields, while quite different, have given her vast knowledge about planning for the future while living and experiencing life with its many unexpected changes. She has a desire to educate people in the area of finance and estate planning.  She also teaches Social Security and Financial workshops to all ages.

Her goal is to be of service to those who are looking for ways to help secure their financial future and to be a part of the strategy to the questions and or obstacles that may seem to be in the way of achieving your personal goals, especially in a time of economic uncertainty.  She also understands how important every financial decision is for those who are retired or are nearing retirement.

She is licensed in the State of Georgia, Alabama, Florida, Tennessee, South Carolina and North Carolina with the Department of Insurance.  She helps people understand that a true financial strategy consists of three main components – Income Strategies, Tax Strategies, and Estate Strategies.  Leaving even one of these three out of a financial plan can result in devastating consequences to individuals as well as to their heirs.

 

Granite Financial Solutions, LLC

Southeast Regional Office
4571-B Cox Rd    
Evans, GA 30809                           
Phone: (706) 364-4625

Toll-free: (844) 822-7627 ext. 704

www.GFSInvest.com

Phone (844) 822-7627 ext. 704
Mobile Phone (706) 829-2005