Joe Weise has lived in the Ely community for 15 years. As a representative for Thrivent Financial he, and his team, work with families and individuals in most areas of finance. From Insurance Products to full Retirement and Legacy Planning, Joe aspires to help his clients best utilize their resources.
Joe spent many years in education and brings those skills to his clients. Teaching them both what “The Plan” is AND why it makes sense, based on their needs and goals. As far as Retirement Planning, Joe and his team specialize in Retirement Income Strategies, Long Term Care Strategies, Tax Efficiencies (not Tax Advice), and much more. As far as Medicare planning, Joe is appointed with several of the top Medicare Providers in Minnesota. Every client has a different set of variables and he aims to provide the right plan for each of them.