When I was growing up, financial planning or financial discussions of any kind were rare in our household. This is not uncommon, but unfortunately it did not prepare me for when I started earning money of my own. Until then, I honestly only needed money for gasoline or taking my girlfriend on dates.
Once I began earning a decent wage (and saw the amount I paid in taxes), I immediately needed to teach myself financial discipline in preparation for my future. It was difficult, to say the least, managing both life and finances. Worrying over budgeting and saving while trying to enjoy my family became a balancing act. It forced me to miss out on living for a good chunk of my early career.
Whether you have accumulated a large amount of savings or are just beginning to build your nest egg, my services can greatly improve your planning and strategies. My main goal is getting to know what is most important to your family and partnering with you for a lifetime to help you reach those goals in the most efficient ways. Knowing that you are walking the correct paths for financial independence can free up your time to not miss out on life and family. This is why I am an Edward Jones financial advisor and I want to help as many families as possible avoid the struggles I faced in the past.
I concentrate mainly on assisting working-class households, who are successful savers, by building investment strategies within your comfort zones. I also work with family-run farms that need help developing a retirement and exit plan to produce a fruitful transfer of assets from generation to generation.
CONNECT WITH ME IF YOU:
- Have retired, or are nearing retirement, and are looking for a
comprehensive retirement plan.
- Are in an employment transition and want to know your options.
- Own a farm and want to keep assets within your family while building
exit plans for the older generation.
- Own a business or are an executive looking for professional advice and
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
Office Address910 E Main St
Wytheville, VA 24382
Phone NumberJosh Pennington at (276) 227-0725
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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