Josh Evenson defines success as his client’s ability to answer three key questions:
- Are you saving enough money to reach your financial goals?
- Are you using the appropriate financial products?
- Have you properly diversified yourself between asset classes, tax treatment, and liquidity?
“My job is to help clients understand how different financial products work together and how to use their financial resources effectively to help meet their short, medium and long term goals.” – Josh
Josh strongly believes that developing a financial strategy is a continual process, not an event. He works with clients to create an initial strategy, and then meets with them regularly to review their current priorities and track progress. Clients who work with Josh not only know where they are heading, but also the actions steps that will take them there. The outcome is the confidence that comes from an ongoing, proactive approach to money management.
He works with a broad range of client’s in all stages of life. Whether you’re a newlywed, growing a family, preparing for retirement, or leaving a financial legacy, Josh supports you through all of life’s ups and downs. All situations are unique and as a financial advisor, Josh helps clients understand their options, the pros and cons of each decision, and the risks that are involved. He strives to help clients make good decisions with their money.
Josh takes a comprehensive approach to working with clients in all the following areas:
- Cash flow strategies
- Asset Allocation and Investment Management
- Tax Management*
- Goal based investing (College and Retirement)
- Retirement Income Analysis
- Risk management and insurance placement
In 2008, Josh formed a partnership with Doug Weisenberger. As a team, they share over 50 years of combined experience and have a knowledgeable and friendly staff supporting them.
Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner, or CFP® specializing in both wealth accumulation and retirement income strategies. He is an alumnus of St. Olaf College, married and father to three school-age daughters. In his free time, you’ll find Josh on the golf course or behind a grill.
Josh is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1596099 / 09-2016
CASL Source: The American College
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Josh’s Support Team
Title: Client Services Specialist
Phone: 608.271.3669 ext. 225
Title: Insurance Coordinator
Phone: 608.271.3669 ext. 211
Title: Investment Specialist
Phone: 608.271.3669 ext. 229
MadisonNorth Star Professional Center
2945 Triverton Pike Drive, Suite 200
Madison, WI 53711