Joanne Hale
Thank you for visiting my page! Although I live in the Florida panhandle, I help clients anywhere in the US with financial advising and building a legacy.
My clients often tell me they appreciate how approachable I am. I like to be thoughtful in answering all your questions to empower you to begin your journey towards financial freedom. This includes topics on saving, investing, retirement planning, and insurance needs. I believe in cultivating long-term relationships with my clients through sharing my knowledge and skills rather than selling them.
To be fully transparent, I do “walk the talk”—I am on Baby Step 6 of Dave Ramsey’s “Common Sense Approach”. Dave’s steps provide great guidelines to make informed decisions; when my clients prefer a personalized approach, I am more than willing, able and happy to do so.
As a retired military veteran, helping the military community is a meaningful goal of mine. I understand the unique challenges and opportunities military life presents and I can make the most of financial options available to veterans during and after service.
I look forward to connecting with you and learning how I can strengthen your financial goals. My services support diversity, equity, and inclusion.

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More About Joanne:
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FPU Graduate
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Military Veteran
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Licenses: Series 6, 63, 65 and Life & Health Insurance
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I love spending time with family and friends
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I enjoy cooking, experiencing new adventures, and global travel
Locations Served
Contact
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joanne@smartprousa.com
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850-417-6121