Meet Joshua!

Hi there! My name is Joshua Sheats and I’m here to guide you on your path to financial freedom. I’ve learned from years of experience as a professional financial advisor what works and what doesn’t. I’m here to share with you the proven strategies, tools, and tactics that you need to achieve your goals more quickly and more efficiently. No matter where you’re starting, you can clarify what financial freedom means to you, construct a comprehensive financial plan, and work the plan until you’re free. Let’s get started!

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

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