Joseph Salem
Managing Associate @Lifetime Financial Growth
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WORK HISTORY
Managing Associate @Lifetime Financial Growth
EDUCATION
Brooklyn High School
Diploma, College/University Preparatory
John Carroll University
B.A., Communications, Business
SKILLS
ABOUT JOSEPH SALEM
A proud lifelong resident of Greater Cleveland, I was raised in a close-knit family rooted in Italian and Lebanese heritage—cultures that shaped my values, priorities, and love for phenomenal food. My Jesuit education at John Carroll University instilled in me a deep commitment to service, integrity, and purpose, guided by the principle of “Men for Others” (AMDG).With over 30 years in financial services, I’ve built a career helping individuals and business owners plan for the future with confidence. My approach blends strategic insight with genuine care, ensuring every solution is tailored to the unique needs of those I serve.Business Planning Specialties:• Buy/Sell Agreement Reviews & Funding Strategies• Executive & Retention Bonus Plans (Non-Qualified)• Key Person Life Insurance• Succession Planning• Supplemental Income Replacement PlansIndividual Planning Specialties:• Life & Disability Insurance• Annuities & Investment Strategies• Wealth Accumulation• Retirement Income PlanningOutside of work, I’m energized by time with family and friends, networking, golf, football, charity work, and travel. I believe relationships are the foundation of success—both personally and professionally—and I’m always open to meaningful conversations and new connections./COMPLIANCE:20••••31/
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