Today we’d like to introduce you to Josh Bell.
Hi Josh, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory.
I started in banking and realized people struggled a lot more than what appeared externally with money, so I decided to go to school for financial planning and build a practice where people can get free help and resources on their individual and business financial journeys.
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
Obviously had some harder times and easier times. The trend is going up though and we are just coming off our most successful year helping families and businesses get the resources and guidance they need at no cost.
Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
Our focus is empowering individuals, families and businesses with free financial education to help them make better decisions that create freedom and flexibility that we all seek in our lives financially. My specialty is helping people begin their financial journey, protecting small businesses with smart financial strategies, and succession planning for individuals and partners looking to exit their businesses. I’m most proud of the fact that we can offer these plans, strategies, resources and support at no cost to the client. We just need time from those we help to figure out as a team the best ways to help. Please know that everyone’s situation is different. There is no one plan or strategy that fits every situation. We are built to be able to help anyone in any situation.
Is there anything else you’d like to share with our readers?
The best time to start saving was yesterday, the next best time is today.
Pricing:
- No cost, everything is free
Contact Info:
- Website: https://www.managedwealthfinancial.com/
- Instagram: https://www.instagram.com/joshbellfinance/
