Our Team
You want a financially independent retirement lifestyle enjoying amazing experiences with family, friends, traveling, maybe owning a vacation property, helping a favorite charity, and enjoying activities you love. The problem is figuring out retirement planning is often difficult and confusing, leaving you feel distressed and overwhelmed. You deserve a clear path to financial independence, and we understand how frustrating and challenging the responsibility can be. Which is why for over twenty years, we have become trusted expert guides who specialize in retirement planning, and refined an extraordinary process that results in success. Our easy steps are – 1) schedule a discovery call, 2) get your personalized retirement planning and implementation strategy, 3) live a financially independent lifestyle you love. Begin planning your dream retirement by scheduling a discovery call now. Stop agonizing over your retirement planning, and instead experience a worry-free financially independent lifestyle you love.
We Understand Your Retirement Planning Challenges and Will Get You On a Path to Financial Independence Enjoying a Lifestyle You Love
We know how important it is to have someone you trust guiding you through a retirement planning process.
To become an expert in serving and guiding individuals and families through their retirement planning journey, Josh earned a Bachelor of Business Administration degree with a major in Accounting. He attended the prestigious Cannon Financial Institute’s Wealth Management University and Trust School where he gained extensive knowledge in wealth planning strategies and advanced estate, trust, and tax planning skills. Josh earned the Certified Financial Planner (CFP®) Professional™ certification through The College for Financial Planning. To stay current with the most advanced wealth management, tax-smart investment strategies, risk protection planning, wealth transfer and preservation ideas, business retirement plan designs, and tax minimization strategies; Josh regularly attends industry seminars such as Schwab IMPACT, CFP, and CPA conferences.
Your Cleveland Retirement Planning Team
Partnered with the Industry Leaders in Financial and Technology Services
Our Detailed Process
Step 1
Before committing your time or ours, this approximately fifteen-minute long phone call will give us both a chance to ensure your situation is a match with our expertise. If we are not a good fit for each other, we will gladly introduce you to an advisor that may be better suited to your needs.
Step 2
The goal of this meeting is to get to know each other better. We want to be perfectly clear on your goals, concerns, unique financial situation, and expectations for an advisory relationship.
Step 3
We will meet to review a summary analysis of what we clearly heard you want your retirement lifestyle to look like - enjoying amazing experiences with family, friends, traveling, maybe owning a vacation property, helping a favorite charity, and what activities you love. We fully disclose what costs are involved in retaining us to create your retirement plan and act as your guide. At the end of this meeting, you will be encouraged to take your time deciding on if we are the right fit for you.
Step 4
During this phone call, we will discuss if you wish to move forward and begin your retirement planning process. We then clarify your goals and request a list of documents to help us better understand your current financial circumstances.
Step 5
We meet to review your comprehensive retirement plan, model any changes you would like, and review an implementation guide for establishing your retirement planning strategy.
Step 6
The economy, markets, tax regulations, estate laws, and life are constantly changing. We monitor and actively advise on what adjustments to your strategy should be considered, so you enjoy living your dream retirement instead of wasting time keeping up with the latest financial developments.
