At Retirement Planning Center, we’re a team of financial services professionals who believe your retirement should feel like the adventure of a lifetime.
Our team is committed to helping you have confidence for a lifetime. Create experiences of a lifetime. Make a difference that lasts a lifetime. Through our personalized approach, we support your retirement journey, always standing in your corner with a clearly defined path towards adventure.
Bringing adventure to retirement doesn’t happen by accident—it takes a clear path, the right guide, and a well-prepared plan. That’s why we created the Summit Retirement Guide™, a personalized process designed to help you navigate the transition into retirement with clarity, security, and purpose.
Before any great journey begins, you need a map. The first step of the Summit Retirement Guide™ is about understanding where you are today and where you want to go. We’ll take the time to get to know you—your goals, your dreams, and what possibilities you’re ready to bring to life.
With a better understanding of where you are today and the adventure you envision ahead, it’s time to take action. In this phase, we analyze your current portfolio and begin building your personalized Summit Retirement Guide™, ensuring every piece of your financial plan is aligned for the adventure ahead.
With our team helping you stay the course, you’re ready to bring adventure to life. Experience confidence for a lifetime, create experiences for a lifetime, and make a difference that lasts a lifetime. That’s the true outcome of our work.
A retirement plan that provides confidence for the path ahead doesn’t rely on just one element. It’s a careful balance of income, investments, taxes, legacy, and health care working together. That’s why we guide you through each of these five peaks, ensuring every part of your financial future is built for stability, growth, and peace of mind.
Your investments should support your retirement, not stress you out. We design a strategy that balances growth, risk, and stability to keep your wealth working for you.
Without proper planning, taxes can take a big bite out of your retirement income. We implement tax-efficient strategies to help you maximize what you keep.
Health care costs can be unpredictable, but planning ahead helps protect your assets and ensures you have the coverage you need for both routine and long-term care.
A well-structured plan ensures your wealth is passed on according to your wishes, minimizing taxes and protecting your loved ones from unnecessary legal hurdles.
No two retirement adventures are the same. Take our Risk Profile Questionnaire to get an investment portfolio recommendation built around YOU.
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.
