

Email:[email protected] Phone Number: 419-512-5768
ABOUT ME
Josh excels in turning complex financial strategies into straightforward, impactful solutions by applying his unique background in engineering and real estate. Josh leverages his analytical skills to serve his clients, taking a logical, pragmatic, and data-driven approach to optimize investment strategies, enhance financial portfolios, and foster long-term growth for both individuals and businesses.
With his expertise, Josh builds personalized financial plans tailored to each client’s specific financial landscape. Building lifelong relationships as his top priority, he provides knowledge and transparency to help people achieve their financial goals

FINAL EXPENSE
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

MORTGAGE PROTECTION
Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.

INDEXED UNIVERSAL LIFE
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

FIXED INDEXED ANNUITIES
This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.
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