Josh Gonzalez – New York Life

Was it FREEZING outside today?- Yes … Is today Sunday? — Yes Do people usually relax and watch football or whatever on Sunday?- Yes… Did all this stop Josh Gonzalez from working on a Sunday, stopping by and personally handling some last minute financial planning matters with me before thanksgiving– No!
We are very fortunate to have been introduced to Josh and are constantly wowed and grateful for the education and future financial planning he brings to the table.
What we really like about Josh is his non-​traditional, outside the box thinking and hands on approach he takes with his clients. He really has become a very important part of our future and you just can’t help but to become friends with the guy, he’s that personable and sincere. With 2 kids and 2 businesses it’s hard to keep our life in order without some help and Josh really does help with some serious planning, which is crucial if you’re in my situation.
Josh did a great job of breaking down unfamiliar concepts into simple terms. Not only is Josh trustworthy, he is one of the nicest people you will ever meet. His professionalism shows in everything he does. I always knew what was coming next as I met with Josh four times over two months to get my entire financial plan implemented.
I highly recommend financial planning with Josh Gonzalez, if you live in the dc metro area or anywhere in Fairfax or Vienna, with no reservation whatsoever. Thanks Josh!!!

One of the best decisions I made in my adult life was working with Josh Gonzalez to plan the course of my financial future. It is obvious from talking to him that this is more than a job for him; Josh is a serious student of financial planning and financial vehicles. It was so impressive to meet someone who took such complex and unfamiliar concepts and broke them down into something simplistic.

Working with a financial professional is a deeply personal issue for me, so when a close family friend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted.
One of the things I was most impressed with about Josh was that he says what he’s going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing.
I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-​making process. I’m confident my nest egg is secure.
One thing I had never considered was the tax-​diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation.
Josh represents himself and his company, New York Life, very well.