Joshua Beachler, CFP®, believes financial planning is about much more than money. To him, it’s about helping people use their financial resources to support the people, experiences, and opportunities that matter most.

With nearly a decade of experience in the financial industry, Josh specializes in estate and legacy planning. He earned a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER® designation. His approach is grounded in transparency, integrity, and thoughtful guidance tailored to each person’s goals and priorities.

Early in his career, Josh experienced firsthand the impact thoughtful financial planning can have on someone’s outlook for the future. That experience reinforced why he chose this profession and continues to shape his approach today. He believes money is important, but it’s ultimately a tool that can help people focus on the things that matter most in life.

Josh enjoys getting to know the individuals and families he serves beyond their finances. He believes understanding a person’s family, interests, and future goals is just as important as understanding the numbers, and he strives to provide guidance that reflects what matters most to them.

Away from the office, Josh enjoys spending time with family and friends, golfing, working out, cheering on Chicago sports teams, and attending games and concerts. He is also active in his church, supports the Tim Tebow Foundation, and volunteers throughout the year.

Josh believes a retirement worth living is one that gives people the opportunity to spend more time with the people they love, pursue the interests that bring them happiness, and enjoy the life they’ve worked hard to build, supported by a thoughtful financial plan designed around their goals.