To help people better understand how pre-retirement/accumulation and retirement/distribution really work, and teach them strategies that can secure the best income once retired.
Hello, my name is Josh Johnson. I have been working to help others pretty much my entire working career. I worked as a Social Service Director for about 7 years before I started my career as a Financial Professional with Legacy Strategies, llc. Helping others and educating them has always been a passion of mine, and that's where I really find joy in what I do. Here at Legacy Strategies, my objective is to reach as many people as I can and help them to get a better understanding of how money really works, and how they can utilize many products out there to have their money make money for them. Because our focus is to help people create money that makes money for them, we do not charge fees for our services. We look at fees as a Lost Opportunity Cost, which means that any money they would be paying us in fees is money that could make them more money in the long run, and that adds up over the years to be a very large number!
I also work with individuals on helping them view their financial world as a Macro Approach rather than a Micro. We sit down and gather as much information from them as we can to get a birds eye view of what is going on in their financial world to help them possibly find some ways of saving money they didn't know they were losing or protecting things they didn't realize weren't, or could be, protected. By doing this, we are able to help them make decisions that fit into their personal portfolio rather than just picking products that they have heard about from friends, family, co-workers etc. No financial product is a "one size fits all", and that is why we must know as much as possible before we recommend certain products or changes.
Feel free to reach out to me via email or text message at any time of any day! Again, I do not charge anything for my services, the companies I am contracted with pay me for bringing them new clients, so you will never have to pay me out of your pocket. If you would like to talk on the phone, please email me with any questions and your number and I will email you times that I will be available.