You’ve worked hard for this stage—it should be filled with possibilities. At Retirement Planning Center of the Rockies, we take the time to understand what you want from retirement and build a personalized strategy to help you get there. Because retirement should be where your adventure begins, not ends.
We’re a Northern Colorado family-owned business with one goal: to help you turn retirement into the adventure of a lifetime. You’ve worked hard to build this life. You deserve to enjoy it, with the confidence to create experiences and make a difference.
But as retirement approaches, even the best-laid plans can bring lingering questions:
It’s natural to feel a mix of excitement and worry. If you’ve ever wondered if you’ve overlooked something or have enough to retire, you’re not alone.
The market goes up and down—but your future shouldn’t. What happens if there’s a downturn? Or unexpected health care costs update?
Retirement is a major life shift. How can you transition from working to retirement without losing your sense of purpose?
We specialize in retirement planning services that help you bring more purpose and possibility to life. Our five peaks of retirement include:
Our four-step process is designed to guide you from where you are today to the peak of financial confidence. With the Summit Retirement Guide™, you’ll have a clear path forward—so you can bring adventure to life in retirement.
We analyze your current portfolio, helping you build a strong foundation with the Summit Retirement Guide™—your personalized plan for adventure.
With a complete Summit Retirement Guide™ in hand, you’ll feel confident and empowered, knowing you have a clear path to the retirement you’ve worked so hard for.
With our team helping you stay the course, you’re ready to bring adventure to life.
Meet the team that treasures close, committed relationships built on trust and understanding.Our team is dedicated to helping you bring adventure to life. It’s not just what we believe—it’s what we help you achieve.
With an unwavering drive to do more for his clients, Josh founded his financial planning practice to guide retirees in developing sustainable financial plans to help them live their ideal lifestyles throughout their golden years. Early on, Josh had a passion for three things: baseball, numbers and helping people. He soon realized one of those passions was not going to be a career option and joined a financial firm in 2003. There, he gained valuable experience, but he also realized areas where he could better help his clients as an independent financial advisor. Now an Investment Adviser Representative, Josh honors his fiduciary responsibility by putting his clients’ needs and goals first. He takes his select families through a process that helps them understand what their new, well-devised plan can accomplish and how it could ultimately benefit them. In turn, this helps reduce any doubt or confusion they may have. Josh specializes in creating and tailoring innovative financial plans designed with the retiree in mind. He has passed the Series 65 securities exam and holds life insurance licenses in Colorado. As a retirement income planning, investment planning and legacy planning professional, Josh has been featured in prominent news outlets, including Fortune Magazine. He also contributed a chapter to the book “Victory!” Josh lives in Windsor, Colorado, with his wife and three sons. He is an avid softball and racquetball player as well as a CrossFit and wakeboarding enthusiast. He enjoys spending time with his family outdoors and is very active in his church and community.
