Meet your dedicated team of experienced professionals.

At Joshua Income Management, our mission is to help you protect your retirement funds and fortify your financial future. We’re committed to guiding you toward great decisions so you can fully enjoy retirement. Our team combines extensive industry experience with personalized service to address your unique needs and goals.

• Extensive Experience: Benefit from decades of dedicated service helping individuals and families like yours find strategies designed to maximize income and protect assets.

• Family-Oriented Values: As devoted family members ourselves, we take seriously the responsibility of guiding your family’s financial future.

• Community Involvement: We actively engage with local schools, youth sports, and community organizations, reflecting our commitment to the community you are a part of.

Our team

Unpacking the

REST EASY process

R – Retirement

01

Help ensure your income lasts as long as you do, with plans designed to sustain your lifestyle throughout retirement.

02

E – Earnings

Maximize and protect your retirement earnings through thoughtful investment strategies.

03

S – Strategy

Create a personalized plan that aligns with your financial goals and risk tolerance.

04

T – Taxes

Implement tax-efficient strategies to potentially minimize liabilities and maximize returns.

E – Estate

05

Protect your legacy and make sure your assets are transferred seamlessly to the next generation.

06

A – Assets

Optimize your asset allocation for growth and stability.

07

S – Stability

Strategies to help protect your wealth against market volatility and unexpected risks.

08

Y – Your Health

Ensure health coverage through Employee Benefits, Individual and Family Plans, and Medicare.