Clients who work with us often have questions on when they can retire, how they should invest, or if they are saving enough.

They might have gone through a transition such as a new job, retirement, inheritance, or loss of a spouse. New clients will work through a 7 step process.

Prospective clients will have the opportunity to get to know Josh and Hixon Zuercher Capital Management, while he learns more about personal goals, needs, and the overall financial situation.

Clients of the firm enjoy long-term investment management and an ongoing relationship providing expertise and advice on new financial situations that arise in clients’ lives.

Schedule your free introductory call with Josh below.