Joseph Donnantuoni, Certified Medicaid Planner™

Welcome to Joseph Donnantuoni, Certified Medicaid Planner™ on cmbboard.org, Federal Retirement Consultant found on finra.org under FRC search, recently honored by FINRA Dispute Resolution for 25 years of service as arbitrator, Licensed Agent for Life Insurance in AZ, specializing in Income Planning. Joseph is a former NASD (now FINRA) Examiner and he was given an SEC Award in 2020.

We're here to serve you. I meet all of your Life Insurance Needs, Income Planning currently with myself and Secured Financial Solutions, and Pre-planning or Crisis Planning for Government financial assistance under Medicaid for long term care by myself.

FOR INDIVIDUALS. 2nd Review before you purchase or reach the end of your 30 day look over for annuity or life insurance purchases to give you the education and market overview.

FOR BUSINESSES. We provide Retirement Planning using IRS Rule 7702 for wealth building with tax free access. Joseph can provide a no cost Financial Clinic for 30 minutes at any business location if scheduled and it is to benefit employees by assisting them if needed with anything adverse them from better performance at work (e.g. papers to deal with related to death in the family, disruptive tenant issues (Joseph has a real estate license), out of State real estate loss issues, divorce financial issues or attorney referrals,