True Path Capital Strategies, LLC

"In May 2023 I was referred to Josh at True Path. After our first meeting to discuss a financial plan for my retirement income, I was very pleased with my experience working with Josh. It was most satisfactory and clear right away that Josh loves what he does and is very good at it. He provided information and guidance with great professionalism and in a very comfortable manner. Some of us may have difficulty understanding financial planning, however I found Josh was able to break it all down for me so I could take it all in and I now feel much more confident of the direction I am going. Thank you so much Josh!"

"Josh is a delight to work with! He upholds a healthy balance of being professional and personal with his clients. He was considerate and informative while answering my many questions. Josh truly looks out for the best interest his clients and helped me find an investment opportunity that best met my goals."

"What a gem! I was referred to Josh @ True Path Capital Strategies by the CFO at the healthcare facility from which I recently retired. Josh responded very quickly to the introductory email I sent him. He works & lives about 100 miles away from my husband & I & yet he has visited our home @ least twice to personally get us started transitioning from the financial house we were previously using to True Path Capital Strategies. Additionally, Josh has talked with us at length on the phone or zoom many times since we became acquainted in October 2022 to make sure our transition went as smoothly & positively as possible. Josh is able to point out all the positive strategies & ideas he is able to implement with our securities. There's not room enough to write about Josh's very patient demeanor, personality, work ethic & style."

"I have been working with True Path for three years now regarding retirement planning and retirement income. There are many positives I could site but to me the most important is their innovative approach to finding non-standard high yield instruments in which to invest. You want stocks, bonds and mutual funds you can go to Edward Jones, etc. You want serious retirement advice and solutions call True Path."

"I meet Josh in September 2020 when he responded by phone to a request I submitted through an annuity’s website. I had just recently interviewed six certified financial planners in the Bellingham, WA area and was not comfortable with any of them. We spoke for over an hour the first time we met and I was extremely impressed with him. Over the course of the next three months, I got to know Josh very well, as my wife and I explored different options for reinvesting all of our retirement savings. Josh focused on annuities, life insurance and long-term care insurance per our request. He conducted an exhaustive search for us and presented a lot of options for each. Ultimately, we purchased two large annuities and a very comprehensive joint long term care policy. Before meeting Josh, we had sat through multiple presentations with several other insurance agents. I always left feeling like they were telling me what they thought I wanted to hear, just to make a sale. Josh is different. His primary concern is telling you what you need to know, so you can make an intelligent informed decision. I truly believe that Josh has his client’s best interest in mind and is very focused on product suitability. Josh is very sharp. He is knowledgeable, dedicated, very hard working and committed to achieving the very best outcomes for his clients. I highly recommend Josh and can confidently say that you won’t find a more thoughtful, honest and caring financial advisor."