Joseph RoosEvans

Joe RoosEvans is one of the top financial experts in the country. He started in the wealth services industry in 1982, and after several very rewarding years, he founded Financial Resources of America (FRA).

Ranked among the Top Five Percent of wealth service agencies in the world today - a leading force in the industry since 1986 - FRA is one of a group of several successful companies founded by Joe RoosEvans - all of which continue to further his reputation for leadership and innovation nationwide.

Over the years, FRA has served more than 17,000 clients who have come to Joe and his company for advice on how to best preserve their wealth. Today, the company and trust company manage over $4 billion dollars in assets.

This accomplishment is largely the net-result of Joe's passion and commitment for serving people in a quest for successful retirement lifestyles. Joe has committed his entire career to helping individuals create, grow, and protect their wealth.

All told, Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry overall. An acknowledged asset-transfer specialist, radio talk show host, author, and sought-after national speaker, his professional designations include the following:

• Certified Trust and Financial Advisor (CTFA)

• Certified Financial Planner (CFP)

• Chartered Financial Consultant (ChFC)

• Chartered Life Underwriter (CLU)

• Retirement Income Certified Professional (RICP)

• Accredited Estate Planner (AEP)

• Certified Wealth Preservation Planner (CWPP)

• Certified Asset Protection Planner (CAPP)

• Chartered Advisor for Senior Living (CASL)

• Chartered Leadership Fellow (CLF)

Clients who rely on Joe RoosEvans and FRA know that they are working with well-established and experienced professionals in the wealth protection and preservation field whose sole purpose is to help them reach their goals.

Joe RoosEvans isn’t your cookie-cutter financial guru. He is an innovator, educator and a passionate advocate of financial literacy, for everyone…everywhere. He is also supportive and generous, as the founder of Support Our Heroes, a charity that will benefit from every sale of this book.

His very active family includes wife, Lori, and son, Aidan, who follows in Dad’s footsteps as a motorcycle racing champion. By age 10, Aidan had won 14 National titles on motorcycles, before turning to 4-wheels. By age 14, he won numerous championships and rookie of the year awards in Karting, Open Wheel Micro, Midgets, and 360 Sprint Cars…and Aidan is just getting started.

Joe’s hobbies, after spending time with his family and being an active member of his church, include studying and always asking “Why” and “Why not?”

Joe is the author of several books that educate investors and retirees on how to generate tax-free income, and to transfer assets seamlessly by avoiding probate and reducing – or even eliminating – Uncle Sam’s portion.