Meet The Team
Our goal is to understand and exceed our clients’ expectations at all times.
Josh Cumrine, RICP President/Founder
With an unwavering drive to do more for his clients, Josh founded his financial planning firm 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. Josh is a certified National Social Security AdvisorSM, and his firm has an A+ rating from the Better Business Bureau.
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!”
A graduate of Brigham Young University, where he studied economics and political science, Josh lives in Johnstown, 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.
Director of Client Services
Director of Marketing
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.