Josh Freeman

How I serve you

The main way I can help families and individuals achieve their financial goals is by putting a solid plan in place by assessing their current financial situation, outlining their short, medium, and long-term financial goals, and then analyzing if the present and future inputs will give them the ultimate outcome they desire. By taking this approach you really have to work with someone that cares about you and your success, which is why I created the CARE acronym to better articulate my role in the process and the four main adages it embodies.

• Create a wealth plan to ensure/check you are on track towards your ideal retirement scenario
• Anticipate upcoming events and milestones that could potentially change the trajectory of your plan
• Refine the plan every year to ensure accuracy and no stone goes unturned
• Execute the strategy put in place to achieve financial freedom and peace of mind

A long list of topics are covered in our wealth planning strategies which include but are not limited to: Arranging educational funding for a loved one, redirecting old IRAs/401ks, applying for life insurance, purchasing annuities, utilizing fixed income, tax sheltering with municipal bonds, and estate planning.

Serving businesses

I also assist small to medium sized businesses by using a similar adage:

• Creating a succession plan to pass on your legacy
• Achieving more advantageous lending rates
• Recognizing greater returns on idle money
• Improving portfolio performance
• Navigating a potential sale of the business, and the subsequent tasks thereafter
• Generating the most suitable benefits/retirement packages for you and your employees

Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

The millennial mindset

When it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset. 

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.