Joshua Potts

Freedom is the ultimate currency, but everyone has a different obstacle hindering them from it. Especially when it comes to their money. When it comes to your dreams, you need a mapped-out plan on how to navigate from your current situation to your preferred future.

Joshua is skilled in developing a well-rounded financial plan with his clients using specific timelines to walk with them through his retirement planning process. He believes that financial planning is about more than just investing. It’s about putting your money to work for you to unlock the most freedom possible.

With the heart of a teacher, Joshua opens up a conversation from a mindset of educating instead of selling. He partners with his clients to achieve their retirement goals using the Dave Ramsey Baby Steps as a framework for decisions.

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Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Joshua:

FINRA Series 6, 63, and 65 licenses, allowing him to serve clients in over 25 states through fee-based or commission-based investing choices.
He holds his Florida Life Insurance license to offer TERM LIFE INSURANCE when needed and to replace cash value life insurance policies when possible.
He lives in Sarasota, FL but travels throughout the Sunshine State to sit with his clients face-to-face as he develops their plan.
He enjoys fishing in the Gulf, playing softball, and hanging out with his dog Kaya.
When not changing the lives of his clients, he can be found bouncing ideas off his fellow SmartPro colleagues or going to the beach.

Locations Served

Contact

joshua@smartprousa.com
727-229-0012

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State Licenses

AK, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.