Federal Retirement Guidance You Can Trust
Helping Federal employees, retirees, and their families understand retirement benefits, retirement income, Medicare, and long-term care through education and personalized guidance.
CREDENTIALS
Why Federal Employees Choose Joseph Donnantuoni
Helping Federal employees better understand their retirement benefits and available options.
Certified Medicaid Planner™
Guidance for long-term care planning, Medicaid eligibility, and asset protection strategies.
35+ Years of Financial Services Experience
Decades of experience helping individuals and families make informed retirement and financial decisions.
Serving Federal Employees, Public Employees & Retirees
Providing education and personalized retirement guidance for clients throughout the United States.
About Joseph
Financial professional experience since 1985 to present.
Joseph Donnantuoni is a Federal Retirement Consultant℠ and a Certified Medicaid Planner™. He has been assisting retired and current federal employees understand and better prepare for financial retirement since 2018.
Joseph has more fluid experience in the financial industry with his actual former jobs including NASD (now FINRA) Examiner of broker-dealers, current FINRA Dispute Resolution Arbitrator recognized as such showing 25 years of service, and Joseph was Awarded financially by the SEC in 2020.
Experienced Professionals Working Together
Joseph works alongside experienced professionals to provide clients with additional knowledge and resources when appropriate.
Joseph Donnantuoni
Certified Medicaid Planner™
Irene McKinney
Federal Retirement Specialist
Former USPS Plant Manager through 2024, retired.
John Hsu
Federal Retirement Advisor
Former Owner of 30 year FINRA Broker-Dealer
SERVICES
How We Help
Educational Resources
Free Federal Retirement Resources
Download educational guides designed to help you better understand your retirement options.
For your information and learning about Long Term Care you can see:
Free Guide
What Clients Are Saying
Have Questions About Your Federal Retirement Benefits?
Schedule a consultation today and receive personalized guidance based on your retirement goals.
Contact Us
Phone
Hours of Operation
- Monday - Saturday, 9:00 a.m. - 6:00 p.m.