Know someone who could use Josh's help? Giving out a name rarely works: most people never call. An introduction does. We'll send one email to them, copying you and Josh, so they can just reply. Advicer.bio won't follow up or add anyone to a list.
Taking a few new clients
Josh helps best: Retirees saving on taxes so they can spend more on life
Advicer.bio doesn't give financial advice or pay for introductions. Josh is responsible for their own advice.