Josiah began in this industry over a decade ago. After becoming Life Insurance licensed in 2000 he went on to attain his series 6 and 63 certifications for variable products and securities.
After having started with The Hartford Life Insurance Company as a captive agent, Josiah later worked with a nationwide financial services marketing company that is a subsidiary of the Aegon group of companies. In 2006 he began his own practice working with families and individuals to create financial plans that would help to protect their most valuable possessions and invest wisely in their future.
Josiah specializes in creating plans with his clients that grow their assets with a special focus on the prudent preservation of their wealth. This process includes the strategic combination of innovative mortgage, insurance, and investment programs to empower them to reach their long-term retirement and estate planning objectives.
Josiah specializes in helping individuals who want interest growth, security, flexibility, and liquidity. Not all programs are created equal and so Josiah tailors each plan according to the individual needs of the client.
In the real estate field there are many ooportunites to combine a properly structured mortgage program with many available financial programs to turbo-charge your real estate asset! Think about having a home that can provide a tax-free retirement benefit for you, or being mortgage in a fraction of the the scheduled time frame- WITHOUT EXTRA PRINCIPAL PAYMENTS! It can be done, and Josiah can show you how!
Are you tired of the limitations that come with qualified plans such as Roth IRA's and 401k's? How would like an investment that allows you access before age 59 1/2, and still grows on a tax-deferred basis and provides tax-free distributions? That can be done as well. There's an entire world out there... find out what Josiah Knows!
Josiah assists individuals as well as small to mid size companies in planning for their financial future. Retirement, Mortgage Planning, Life Insurance, and Investments.