Financial Planning for Your Business and Family
Most successful businesses are created with an idea and grown with hard work. But it takes foresight and a comprehensive plan for these businesses to outlive their founders. The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems ….. owners who know when to ask for help ….. owners who know how to hire “expertise.”
My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions.
Josh Parish Featured in The Frederick News Post
We recently moved our office to 50 Citizens Way, Suite 303 in downtown Frederick Maryland to accomodate the growing number of Financial Representatives who have joined us. We continue to look for career changers who are willing to work hard to help clients plan for their future. .