Specializing in individual estate and retirement planning
Joel Tschantz has been a member of Savage and Associates since 1984. In addition to holding a management position at Savage, Joel provides business owners and professionals with employee benefit plans. He meets one-on-one with his clients to design an estate plan that works for their future. Joel's individual skill sets on retirement income planning are integral to creating a solid foundation for the needs of his clients and their loved ones. Outside of Joel’s work at Savage, he is also a lifetime qualifying member in the Million Dollar Round Table.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Joel graduated from The University of Toledo in 1984.
Securities Registered in AZ, CA, FL, GA, IL, KS, LA, ME, MI, MN, NC, NJ , NY, OH, SC, TN, WI
Securities Registration Series 6, 7, and 63
AIF® Accredited Investment Fiduciary
Joel and his wife, Patty, live in Maumee, Ohio. They have three children: Niklas, Mikenzie, and Danielle. Joel is active in his children’s lives, including coaching their athletic teams. He also supports local charities, and is a past board member of Ronald McDonald House Charities of Northwest Ohio.