One size fits all does not exist in this company. Every single estate requires a unique plan. Josh Alpert creates fully-customized, fully-managed financial retirement plans which can serve all of your financial needs, both today and decades in the future.
Building a "financial fortress" takes great skill and years of experience. The quality of your "financial fortress" could make the difference between a fantastic retirement experience or a traumatic one down the road. Josh has earned a well-deserved reputation of excellence by helping to create smart, sensible, and cost-effective wealth preservation solutions.
Advisory services offered through CoreCap Advisors, Inc., a registered investment advisor. Motor City Retirement Advising and CoreCap are separate and unaffiliated companies.
Josh has been a licensed insurance agent since 2001 with a focus on providing cutting-edge wealth management recommendations to help protect hard working Michigan residents from the havoc of an unprepared retirement plan.
Josh is a life-long Michigan resident, a graduate of Michigan State University, and current lives in Royal Oak.
Josh is the principal financial plan architect at Motor City Retirement Advising. His vast knowledge of retirement planning, accumulated over 15 years as an independent adviser, allow him to tackle more complex plans with ease. He is licensed as both an insurance agent as well as a fee-based adviser.
He presents a unique perspective on personal finance, and will always take the time needed to answer all of your questions.
Josh feels it is of extreme importance for you to have a very good idea of the philosophical values of a retirement adviser, especially one you are likely to have a working relationship with for decades to come.
1. Expect the best, prepare for the worst. Josh believes it is absolutely unacceptable to ever be put in a situation where the quality of your life could suddenly become financially compromised because of an issue which could have been avoided with better planning.
2. Your mental health is very important. If your blood pressure rises every time you encounter a negative financial situation or if you lose sleep at night worrying about your investments, the added stress can have dire consequences. Often, this is merely a planning issue which can be addressed to help make your life more comfortable from a mental standpoint.
3. Josh firmly believes solid fundamental investing is of greater importance than focusing on rate of return, after all, no one can possibly predict the future. As such, Josh does not assist those who wish to regularly trade high-risk speculative investments or options contracts.
4. Everything is always in plain sight. Josh is a huge advocate of transparency, he feels you should know what is going on with your plan at every step of the way.
5. Access to your adviser is extremely important. You are a valued client, you deserve and should expect nothing less than stellar service.
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