Our Team
Meet Josh
" Your retirement may last as long as 30 years," he says. " You simply cannot afford to run the risk of ruining your lifestyle during your leisure years. We've helped individuals and couples at all economic levels pursue their long-term goals and enjoy retirement - and we can help you too." One of Josh's strengths is listening for what really matters to each client and then making recommendations that actually solve problems.
His advice for a successful retirement?
"Find something you're passionate about," Do things you enjoy with the people you love. Take care of your health . Get outside. Love on your grandchildren. You can't take any money with you when you're gone. And you only have one retirement, so you can not spend it worried or in a negative state."
Josh loves being a father , noting that he and his wife, Beverley have three young boys, plus a Chihuahua named Miss Honey.
In his free time, Josh coaches you football and baseball. His personal hobbies include running, working out, hunting and fishing. He also enjoys comedy, watching good movies and eating at good restaurants.