About Joanne Harmon RFC®, CSA, CLTC
Joanne Harmon, leads the Harmon Financial Group LLC. Concentrating on helping people find and coordinate long-term care benefits, retirement planning and cash flow planning, Joanne is well qualified for this specialty. She has served Wisconsin residents for nearly 20 years.
Harmon Financial Group works with ad hoc teams of lawyers, accountants, financial planners and social services to bring clients the best advice possible. When smart advisors work together, clients trust their recommendations.
Harmon Financial Group believes in offering clear choices when working with people. No advice can be good that does not first consider the individual’s values, goals and feelings. “We must be correct morally and socially, as well as financially.” Only a thorough and complete understanding of the individual’s situation--- including their values--- can make our advice suitable and their decisions wise. To make this happen, we live by the credo… When you talk, we listen.
Harmon is also president of Badger Senior Solutions, a Wisconsin based financial firm that specializes in helping seniors and families as they transition a loved one into long-term healthcare environments. Having a nationwide association with legal and financial planners, Badger Senior Solutions also assists veterans who are in need of the VA Aid and Attendance pension.
Joanne is very active in her community serving on the local fire/rescue department as an Emergency Medical Technician- Intermediate and wild land firefighter. She is also active with the local humane society.
Joanne Harmon RFC®, CSA, CLTC