Albert Financial, Wealth Management And Insurance Services
About
Simplifying your Financial Plan
At the center of your financial plan is YOU. Your goals, objectives, and circumstances. The journey of building a Financial Plan that is both successful and assuring can seem complex.
At Albert Financial, Wealth Management and Insurance Services we simplify your Financial Plan. Build a strategy that puts your money to work, protects the people you care about most, and when you choose to stop working, ensures your money lives longer than you do. Allowing YOU to spend time doing everything else that’s important.
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Frequently asked questions
What is your typical process for working with a new customer?
Let’s set up a free 30 minute consultation where I can answer any questions you have about finance, with no obligation or pitch. You’ll leave our call with clarity and actionables on where to focus your finances.
What education and/or training do you have that relates to your work?
Josh holds Series 7 and Seris 63 investment licenses, along with the Certified Financial Planner, CFP® designation.
Do you have a standard pricing system for your services? If so, please share the details here.
Clear, simple, and transparent pricing. As a Fiduciary, we do NOT charge commissions. Instead, there is a planning cost that is a percentage of the assets that are directly managed by our firm.
How did you get started in this business?
In 2013, after graduating from UC Davis, Josh began as an intern for Northwestern Mutual. He has been a Financial Planner ever since.
What types of customers have you worked with?
Retirement and pre-retirement families.
What advice would you give a customer looking to hire a pro in your area of expertise?
Our clients would say what differentiates us is a commitment to simplifying the financial planning experience. Often times, when we meet someone for the first time, they feel overwhelmed and paralyzed by the amount of complexity and noise they are bombarded with.
We’ve flipped that script. No matter how complex your financial situation, in 3 steps, we can create a financial plan that puts your money to work and ensures your money lives longer than you do.
What questions should customers think through before talking to pros about their needs?
Ask yourself this question... Do I have a clear path, that's simple and easy to understand, to ensure my money is going to outlive me? If you do not, reach out to our team now to schedule a free 30 minute Financial Consultation.