Get a Custom Plan That Shows You What It Takes To Exit Your Business and Retire with Confidence in the Next 5–10 Years
Fill out a questionnaire and I'll have your plan ready to review by next week.
Learn the 7-Step Blueprint for Building Long-Term Financial Independence
The short, 10 Minute Video explains the process of creating a custom plan that offers clarity and guidance.
Learn How To Protect Your Family, Your Business and Your Home Using a Living Trust Without Overpriced Attorney's
Watch The 10 Minute Video & Get The Guide
Schedule a Call
Joshua E. Hernandez
CFEd - Certified Financial Educator
20 Years Teaching Financial Literacy To Business Owners
Learn how the 7 Money Milestones has been used as a guide to increase financial confidence and identify solutions that help you lock in financial security at every stage of life.
Joshua was very helpful in our first meeting and listened to all our concerns. He gave great feedback and advice along with some very helpful tools. We were very happy with our conversation
Josh has been supporting us for well over 10 years, helping to plan our retirement and effectively manage risk. We are now enjoying our retirement and would not have been able to without Josh's expertise. He is always available if we have questions. We do reviews at least annually and continue to make adjustments as the market dictates. Thank you Josh for all your help
I have been with Joshua for about 10 years and he has provided me with the best customized service based on my financial needs. Joshua’s always in communication sending updates, messages, forecasts, and suggestions on my investments. He is more like a family friend than an advisor because he cares about my family and always checks in to see how we’re doing. I most definitely recommend Joshua and trust him with my future..
Josh is incredibly knowledgeable, helpful, and explains things so well! I highly recommend him! Amazing work!
We have worked with Josh for many years. He’s very knowledgeable and thoughtful. Always available to answer our questions and ease our minds on any financial concerns. I highly recommend him to anyone looking for a financial prof.
I have trusted and used Josh for over 20 years! He is honest and wants to help you in any situation you are currently in. He's helped me secure and build my nest egg, get me ready for retirement and got me to do my Living Trust! If you need a great asset on your side, call him up and get to know him. You won't regret it.