Visualize the possibilities

Since Josh started his practice more than 10 years ago, he has served those – like you – who willingly sacrifice of themselves for others. He has been welcomed on base as an honorary commander, entrusted to share his financial knowledge about the robust benefits that come with public sector service. The opportunity to change lives for generations is a privilege he enjoys and does not take lightly.

Too often, those building their careers in the public sector underestimate the value of their complex benefits, which include lifetime pensions, survivor benefits and healthcare, instead comparing their salaries to their private sector counterparts. In Josh’s experience, that shortsightedness could shortchange their futures. That’s why he takes the time to explain, step by step, the intricacies – and true value – of those benefits to help you visualize how they work together with cash flow, taxes, investments, Medicare and Social Security to create a solid financial future, in the short term and throughout retirement. A future on your terms.

Of course, it’s not just about knowing the ins and outs, understanding the jargon, speaking the same language and helping you get your financial ducks in a row. You may be surprised just how little you’ll talk about your finances in your first meeting: it’s more about what makes you tick, coloring in the details of the future you envision. Together, you’ll define your dreams and aspirations, then figure out how to bring them to life. You have a lot of years ahead of you, and Josh wants to help you make the most of them – financially, psychologically and otherwise. To help ensure you and your family feel confident in a future where you’re in command, open to any and all possibilities, ready for whatever comes next. It’s a road few are honored to walk, and he’s proud to walk alongside you. How can he be of service?