Joseph Sturges
California State University-San Bernardino
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Joseph Sturges is an 8-time MDRT Qualifier in the financial/insurance business with 25 years of experience. He is a graduate of Crown Financial Ministries and specializes in individual retirement planning, wealth management, and estate planning. Joseph is dedicated to providing proper planning, sound advice, and expert knowledge to ensure clients reach their full retirement potential, achieve their dreams, and pass on a legacy to heirs or charities. He specializes in individual retirement planning, 401k/403b wealth management, estate planning & trusts, IRA/401K rollovers, mutual funds, and investments. Joseph is based in Boise, Idaho.
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About
8 time MDRT Qualifier 25 years in financial/insurance business (1996) Graduate of Crown Financial Ministries (Biblical principles on money) My goal...To make sure every client of Finance Matters LLC reaches their full retirement potential, achieves the dreams they wanted once they have decided to leave the workforce, have their income last throughout retirement years and pass on a legacy to heirs or charities. With proper planning, sound advice and expert knowledge, we show our clients how to enjoy the retirement years without fear or worry. Specialties: Individual retirement planning, Company retirement planning, 401k / 403b wealth management, Estate Planning & Trusts, IRA / 401K Rollovers, Mutual Funds and Investments Life Insurance Planning Joseph Sturges is insurance licensed in WA, MT, ID, UT and securities licensed in WA, MT, ID, TX, CA. This is not an offer or solicitation in any state. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of LifeMark, unless otherwise stated. Information provided is for educational purposes only and should not be viewed as a recommendation to buy or sell any particular financial product or service. Dependent on your individual situation, discussions presented may not be appropriate to your situation. Registered Representative of LifeMark. Finance Matters, LLC and other listed entities are independent of LifeMark unless otherwise noted. LifeMark does not offer tax or legal advice.
...See MoreWork Experience
president & ceo financial planner
Financial Services
Joseph Sturges's Professional Milestones
- Registered Representative (2001-03-01~2009-11-01): Successfully negotiated and executed legal and contract agreements, demonstrating commitment to transparency and compliance.
- Registered Representative (2009-01-01~2012-12-01): Provided exceptional support to the sales team, building strong trust and maximizing revenue.
Education
Skill
Retirement Planning
Retirement
Wealth Management
Mutual Funds
Estate Planning
Investments
401k
Financial Planning
Securities
Finance
Life Insurance
Iras
Financial Advisory
Investment Strategies
Pensions
401k Rollovers
Fixed Annuities
Wealth Accumulation
Trusts
Ira's
Annuities
Long Term Care
Roth Ira
Insurance Planning
Wealth Transfer
Asset Protection
Alternative Investments
403 B
Series 6
Series 63
Certification
Colleagues
Daisy Pas
financieel medewerker bij finance matters b v
Victor van Koolwijk
Owner
Robert Heida
finance manager en relatiebeheerder bij finance matters b v
Rianne Oostwoud Wijdenes
Manager Operations
Zigmund Harbachek
programmer at finance matters b v
Other Named Joseph Sturges
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Joseph Sturges's latest education in California State University-San Bernardino