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About our Firm


Here’s our story. We look forward to hearing yours.

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Maria G. Fliess, LUTCF Investment Advisor Representative
Co-owner at Retirement Advocates, Inc.

Maria assists people with income planning, asset protection and other retirement-related concerns. While she can help clients of all ages, she concentrates on those ages 50 and older.

Maria has over 16 years' experience in financial services. She is an Investment Advisor Representative (IAR) of Retirement Wealth Advisors, a registered investment advisory firm, and passed her Series 63 and 65 securities exams. She also holds an accident, health and life insurance license in Wisconsin and earned the LUTCF (Life Underwriter Training Council Fellowship) designation, issued by the College for Financial Planning and the National Association of Insurance and Financial Advisors (NAIFA).

Maria and her husband, Edward, live in Kansasville with their two children, Alayna and Elliana.

Schedule a Meeting

To schedule a time to gain the clarity you deserve, click HERE or CALL 262.764.4816.

joe

Joseph M. LoCoco, JD Investment Advisor Representative
Co-owner at Retirement Advocates, Inc.

Joe helps clients properly prepare for retirement by providing financial solutions that fit their unique situations.

Joe graduated from Marquette University Law School in 2011 and worked as an attorney in Chicago and Wisconsin. Through his work in consumer law, he noticed that over one-third of the bankruptcies he filed were for retirees or pre-retirees. Hoping to deal with these issues more proactively, he left his law practice to join Maria Fliess in founding Retirement Advocates.

An Investment Advisor Representative (IAR) of Retirement Wealth Advisors, a registered investment advisory firm, Joe passed the Series 65 securities exam and holds an accident, health and life insurance license in Wisconsin.

Joe and his wife, Lora, live in Elm Grove with their three children, Alice, Grace and Frank.

Schedule a Meeting

To schedule a time to gain the clarity you deserve, click HERE or CALL 262.764.4816.

jeanne

Jeanne M. Thom Executive Assistant

Jeanne began working with Maria back in 2007 at Fliess Financial Services, LLC.

She has been assisting at most of the live events throughout this time period, and she has most recently extended her position to include an administrative role in the office as well.  Jeanne’s interests include traveling and caring for her pets. She and her husband, Tim, live in Kansasville.

Meet the Retirement Advocates, Inc. Team


Helping you gain clarity, meet your financial needs and discover your retirement dreams.

After three years of working with one of the nation’s largest insurance companies, Maria Fliess reached an important conclusion: Even though she had her clients’ best interests in mind, as a representative of the insurance company she worked for, she was limited to only providing solutions that utilized that company’s financial products. Maria’s desire to make a difference in her clients’ financial lives was severely hampered by the restrictions imposed upon her by her company’s business model. She realized that she needed to become an independent financial professional who was free to represent the client rather than a company. As a result, in 2006, Maria stepped out on her own and founded Fliess Financial Services.

Years later, Joe LoCoco found himself at a crossroads in his career. As an attorney, he had met with thousands of individuals experiencing economic turmoil, ranging from foreclosure to tax problems to bankruptcy. He began to note that, after the market crash of 2008, an alarming percentage of his clients were encountering severe financial hardship during retirement. Many of the retirees Joe advised had “done everything correctly” when it came to saving for retirement. However, many failed to transition their investment strategies after retiring to reduce their exposure to risk.

To keep these tragedies from occurring, Joe wanted to be more proactive, not reactive, when it came to representing his clients. He believed that Maria’s reputation for honesty in the financial services community was unimpeachable, so Joe met with her to discuss her approach to retirement advising and how he could effectively transition his practice to better serve his clients. As Maria and Joe spoke regularly, it became clear that they both agreed on the best approach to effective and comprehensive planning for retirement. They decided to combine forces and formed Retirement Advocates, Inc. on February 23, 2016.

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