Attended a workshop held at the Library. I''d already made plans for my estate and wanted to see if I was on target. Then made an appt with Josh, who reviewed what I'd done and gave me reassurance that I'd done okay. I wish I'd known about this service before I saw an attorney. Highly recommend!

I attended one of Josh's free community workshops about taxes in retirement and estate planning. He is pragmatic and personable, traits which make him an effective presenter. He is now my trusted financial advisor and I am sleeping better! Josh is a good listener, patiently answers all my questions, and it is clearly evident to me that he has my best interests in mind as he offers guidance and advice. It has been reassuring to build a comprehensive plan with someone who is particularly knowledgeable about issues of concern for those who are 55+. Meet Josh...you'll be so happy you did!

Josh has been invaluable helping us with our financial and tax planning. He is friendly, knowledgeable and interested in helping us with our individualized financial goals, not a one size fits all plan.

I began working with Josh over a year ago after attending one of his seminars. I'll be the first to say I don't easily trust others in providing input on my finances. However, Josh has a sense of honesty and integrity. He is also an educator and can explain ideas when its unclear to me. I feel that he gives me worthwhile advice, and has my best interest in mind when doing so.

Josh is a complete financial expert. Knowing the ins and outs of federal taxes suits him well in financial planning for his clients. The choices he has made to partner with are based on quality of service to his customers, not quantity of commission for himself.

Josh assisted me with determining opportunities for the amount I could convert to my Roth IRA from my traditional IRA with little to no tax implications. He was able to provide me with a good understanding of my next steps in my retirement journey including my plans for the RMD this next year.

We work with Josh at Energized Retirement Planners. He is very easy to work with and has a passion for what he does. He is down to earth and very helpful with any question you have. He is great at what he does. I highly recommend Josh and Energized Retirement Planners!

Josh is a super nice guy who goes out of his way to ensure we are making the best financial decisions. Josh is very intelligent and is familiar with a wide variety of issues we face in retirement. We feel very comfortable asking for his advice, and he is always willing to provide it in a very quick response. We appreciate Josh! He has made our retirement spending a secure, friendly and enjoyable experience.

My husband and I started working with Josh Ross after attending his presentation on Taxes in Retirement. He is very professional and personable. Josh has helped us to realign some of our investments to lower costs, increase return, and ensure we are positioned well for retirement. He has got us on track to create our Advance Directives and Wills. Josh is very appoachable, easily reachable, and we feel he is working with our best interest in mind.

Josh with Energized Retirement Planners has been great to work with! As we approach retirement, he is leading us through investing of our retirement funds as well helping us to navigate the tax hurdles associated with retirement. Josh has taken time to learn our individual circumstance and has made himself very accessible to our needs. He is very responsive to our questions and has the knowledge and expertise to help us reach our long term goals. We highly recommend Josh Ross if you have similar needs!

I needed help with tax planning on retirement and Josh has been able to provide that advice! Josh is very easy to visit with and able to understand my needs. I would highly recommend Josh if you need tax planning advice.

Josh took the time to listen to us, and get to know our goals, he has been helping us achieve those goals and even exceed them! we would 100% recommend working with Josh to put your financial plan for retirement in place!