Team
I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.
I can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
I can also answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Josh Ingram
Financial Advisor
Born and raised in Sacramento CA, Josh received training in the field of Mechatronics. After completing school, he and his family moved to Mammoth Lakes and...