Plan for Better Health and Your Sweet Retirement

Our expertise lies in the optimization of social security benefits, Medicare guidance, and comprehensive financial planning.

SPECIALIZATIONS

Let us tend to your every need.

Group 2

Social Security Maximization

Do you want to get the most from your contributions to Social Security?

Yes I Do
Group 2 Copy

Medicare

How do you know if you chose the plan that works for you?

Show Me How
Group 2 Copy 2

Financial Planning

Is your current financial plan outdated or nonexistent?

Let's Upgrade Today

Our Process

Step 1: Selecting a Financial Professional

Step one introduces "Your Sweet Retirement Planning" and explains the role of a financial services professional.

Step 2: Fact & Feeling Finding

Step two starts with the "Color of Money" risk analysis and incorporates moments of discovery with heartfelt client feedback.

Step 4: Solutions & Executing

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 3: Retirement Planning

Step three enables us to develop "Your Sweet Retirement" blueprint tailored to your goals and objectives.

Step 5: Ongoing Relationships

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.

Your Questions

Your Sweet Retirement requires answers to these questions:


  • Do I have enough?
  • When can I retire?
  • How long will it last?
  • Is my current plan working?
  • Am I taking too much risk?
  • Can I do better?

How will you gain from investing your time?


  • You will be able to see where you're at today.
  • You will be made aware of the holes in your current plan.
  • You will learn better strategies to implement.
  • You will get your questions answered.
  • You will have the opportunity to get a plan together.
  • The plan will align your portfolio with your comfort level.

Why work with a financial professional?


  • Benefit from our knowledge.
  • Get help in defining and achieving your financial goals.
  • Develop a personalized financial plan.
  • Receive ongoing support with your plan.
  • Gain access to diverse investment options.
  • Feel secure knowing your financial future is in capable hands.

See What Our Clients Say About Us

Brett S

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.

David D

A pleasure to do business with. I will even recommend Josh to my children for their insurance needs. A true professional.

Daniel F

Josh in an outstanding advisor to work with. I would highly recommend him to anyone interested in reviewing their insurances

Professional, Knowledgeable, and Helpful

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.

GET IN TOUCH
Share by: