Over the past 20 years Josh has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial planning process. This is why Josh established The Financial Planning Group LLC.
It is important for clients to know that they are saving and investing in a way that is positioning them with the purpose in mind. The approach should be a careful balance between the accumulation stage of life and the distribution stage of life. Josh recognized that one financial company does not provide everything that clients need in their financial life. What we do is strategy based, accessing all of the capabilities that the financial profession has to offer.
Josh is married with two children, resides in Northern Virginia, and is a very active member of his community. He enjoys education, music and Jewish studies.
I am licensed to sell insurance in DC, FL, GA, MD, PA, SC, VA and securities in DC, FL, GA, MD, PA, SC, VA.Joshua Winston is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). The Financial Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1593 Spring Hill Road, Suite 500E Vienna, Virginia. (703) 394-2410
At The Financial Planning Group we believe in goal achievement with accountability. We educate and show clients how to get the most of what they want out of their financial life.
We then work to hold one another accountable to do what we have to do in order to get what we determined we wanted. It’s our job to think about the future.
