Memphis Planning and Wealth

Memphis financial planner whose conversations start with a thorough understanding of clients’ financial holdings, budget behaviors, goals, and estate. Joshua Black, a Memphis Certified Financial Planner, understands how to navigate the complexities o...

Memphis financial planner whose conversations start with a thorough understanding of clients’ financial holdings, budget behaviors, goals, and estate. Joshua Black, a Memphis Certified Financial Planner, understands how to navigate the complexities of investments, 401k plans, military and pilot financial benefits, insurance and investment transactions, etc. Josh is here as an independent fiduciary partner to help you avoid or repair a confused and disorganized financial state. His goal for every individual client or family is to simplify their financial lives and enrich them with confidence and inspire progress. We turn confusion into clarity and confidence. Find out what sets us apart. Our certified investment advisors will guide you in best choices of estate planning, survivor assistance, 401(k) management, transferring wealth to future generations, Medicare, long-term care insurance, Medicare, etc Josh and his team of financial planners work hard to serve the greater Memphis area including Collierville, Germantown, Oakland, Lakeland, Cordova, Arlington, Eads, Bartlett and Downtown Memphis. Call now to set up an appointment. You will no longer fear avoiding your finances - we are a fiduciary partner who will help you avoid or repair a confused and disorganized financial state.