Step one introduces "Your Sweet Retirement Planning" and explains the role of a financial services professional.
Step two starts with the "Color of Money" risk analysis and incorporates moments of discovery with heartfelt client feedback.
Step four has one of our Certified Financial Planners review your financial overview, Color of Money report, Social Security Maximization report, and Retirement Compass to create an action plan specifically tailored for you to implement your retirement plan.
Step three enables us to develop "Your Sweet Retirement" blueprint tailored to your goals and objectives.
Step five focuses on ensuring long-term client engagement and delivering top-notch service by offering you exclusive technology and added value. This includes access to advanced tools such as Generational Vault, as well as engaging appreciation events, review meetings, webinars, and workshops.
I needed more Life insurance and was considering a Variable annuity policy, and Josh & Green Bee came highly recommended by one of my colleagues. Josh was excellent. He educated me on my options, and I found him to be consultative, compassionate, and a genuine professional—overall, just the right person for my family's insurance needs.
A pleasure to do business with. I will even recommend Josh to my children for their insurance needs. A true professional.
Josh in an outstanding advisor to work with. I would highly recommend him to anyone interested in reviewing their insurances
We are dedicated to making sure our clients have a financially secure retirement. We work hard to give them the best Medicare coverage possible, and we also help them make the most of their benefits and plan for their future.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or
1-800-MEDICARE to get information on all your options.