I'm happy to work with you on any area of financial or business advice you are interested in.

The only thing I can't do is give specific advice involving buying or selling securities, as I no longer hold any securities licenses.

I do not sell any financial products or represent any financial companies.

I will read any written notes/spreadsheets you want to send me before the call, to minimize time spent on administrative minutiae during our call.

Please send them to the email address provided in the confirmation email you will receive after you book your call. (Sending notes is optional.)

I look forward to meeting with you!

Joshua Sheats
MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP