Plan a
– The Easy Way –

Let Me Show You How

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Why Did I Write This Book?

Most people think the financial advisor knows everything, but our best teachers are our clients, who offer us new situations to explore and address.

One of the situations I have seen again and again is people in their 40’s, 50’s and 60’s losing hope on saving for their retirement. They feel they didn’t start early enough or didn’t put enough away. I hear it all the time.

I have helped lots of people with these concerns find new ways to save for their retirement.

I put a lot of what I have learned into Decades & Decisions. The book is a great tool to start the discussion about what to do to play catch-up. But as you might imagine, it’s impossible to put everything into a book.

So if you have questions, before or after you read the book, please don’t hesitate to contact me.

My mission has always been to help people build their savings so they can enjoy the comfortable and stress-free retirement they dream of.

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About the Author: Joseph Conroy

Joe is a CERTIFIED FINANCIAL PLANNER™ professional who is passionate about helping his clients pursue financial goals. He is also passionate about financial education, which is why he wrote the book Decades & Decisions: Financial Planning at Any Age.

He joined Synergy Financial Group for one quality in particular: independence. With the LPL Financial affiliation, he has access to many different types of investment options. The ability to give objective advice to his clients, allows Joe to sit on the same side of the table as his clients. This is why his practice has grown exclusively through the word of mouth and referrals from existing clients.

It is this experience, working with many individuals over the years from many backgrounds, which inspired Joe to write Decades & Decisions. In addition to the book Joe continues to write for several media outlets. These include Kiplinger’s, Yahoo! Finance, Consumer Reports, Reader’s Digest and the Baltimore Business Journal.

Joe enjoys spending time and making memories with his wife Jane and two sons, Blake and Grayson. When he can find the time he enjoys woodworking, cars and holding court over a hot grill.

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“Whether you are a recent graduate, new homeowner, or ready to retire, financial planning is essential. For this morning’s Maryland Business Report, Author Joseph Conroy joins us to discuss financial planning for any age.”

Media Relations

Joseph Conroy is a sought-after speaker and media personality whose insight has been featured in Reader’s Digest, Kiplinger, US News & World Report, Yahoo! Finance and the Baltimore Business Journal. For media or speaking requests, please contact Brian Hart of Flackable at or 866.225.0920 ext. 101.