Meet your dedicated team of experienced professionals.
At Joshua Income Management, our mission is to help you protect your retirement funds and fortify your financial future. We’re committed to guiding you toward great decisions so you can fully enjoy retirement. Our team combines extensive industry experience with personalized service to address your unique needs and goals.
- Extensive Experience: Benefit from decades of dedicated service helping individuals and families like yours find strategies designed to maximize income and protect assets.
- Family-Oriented Values: As devoted family members ourselves, we take seriously the responsibility of guiding your family’s financial future.
- Community Involvement: We actively engage with local schools, youth sports, and community organizations, reflecting our commitment to the community you are a part of.
Our team
Kevin Hutton, ChFC
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Susie Rector
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David Whitley
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Cindy Malcolm
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Jake Penner
Learn MoreUnpacking the
REST EASY process
R – Retirement
01
Help ensure your income lasts as long as you do, with plans designed to sustain your lifestyle throughout retirement.
02
E – Earnings
Maximize and protect your retirement earnings through thoughtful investment strategies.
03
S – Strategy
Create a personalized plan that aligns with your financial goals and risk tolerance.
04
T – Taxes
Implement tax-efficient strategies to potentially minimize liabilities and maximize returns.
E – Estate
05
Protect your legacy and make sure your assets are transferred seamlessly to the next generation.
06
A – Assets
Optimize your asset allocation for growth and stability.
07
S – Stability
Strategies to help protect your wealth against market volatility and unexpected risks.
08
Y – Your Health
Ensure health coverage through Employee Benefits, Individual and Family Plans, and Medicare.
Ready for the first step?
If you’re ready to make great decisions for your retirement, we’re here to help you every step of the way.
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Email: Expert@JoshuaIncome.com
Phone: 888-312-0749
Address:
California: 1340 Munras Avenue #210 Monterey, CA 93940
Colorado: 5588 E Mansfield Avenue DENVER Colorado 80237 United States
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. CA License Number # 6007637
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC, a registered investment advisor. Joshua Income Management and CreativeOne Wealth are unaffiliated companies.