An analytical person who thrives on working with numbers, Josh Stander also enjoys coaching others and helping them through life’s most important moments. Financial planning for retirement-aged individuals allows him to utilize both of those skills — while making a real impact on people’s lives.

Josh is a Financial Planner and Fiduciary who specializes in retirement income planning, tax reduction strategies, and succession planning. His greatest professional joy comes from watching others bloom as they transition into retirement. By utilizing an education-first approach, Josh empowers clients to better understand their options and the road ahead.

“Every product has positives and negatives. Make sure that the positives fit your needs and that you can live with the negatives,” Josh explains. “A product is just an ingredient in your entire retirement income plan.”

Josh and his wife, April, live in Nashville, Tennessee, with their dogs: Ryder (German Shepherd) and Finn (Golden Retriever). Animal welfare is an important cause to Josh, who spends free time training and rehabilitating dogs. His other interests include astronomy, chess and career coaching.

CRD #:6234737
Lic. 0I52357