Specialties
About Me
As a Chartered Financial Consultant (ChFC) and the co-founder of Joshua Income Management, at Joshua Income, we guide retirees and pre-retirees through our proven REST EASY process, designed to provide clarity and confidence in every aspect of financial planning.
By focusing on Investments, Income, Health, Legacy, and Taxes, we help our clients build a stable, worry-free financial future tailored to their unique goals. When I’m not helping clients achieve peace of mind in retirement, my wife Rebecca, our kids, and I enjoy outdoor activities like riding dirt bikes, hiking, and camping with my family. These experiences inspire me to stay adventurous in both life and business.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC, a registered investment advisor. Joshua Income Management and CreativeOne Wealth are unaffiliated companies. Investment involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliate with any government agency, and do not provide tax or legal advice. CA insurance license number #4031681