Boss Financial Group | Joshua Smith

Life Insurance, Business Planning Specialist
Business owners make dozens of financial decisions each year; insurance, employee benefits, retirement plans, tax strategy, and long-term planning. Too often, these decisions are made in isolation, creating inefficiencies, unnecessary risk, and missed opportunities.

Josh Smith works with business owners to bring coordination and clarity to their financial structure. Through a comprehensive financial snapshot process, he helps owners uncover hidden risks, identify cash flow inefficiencies, and ensure the various pieces of their financial strategy are working together.

Many owners already have trusted advisors such as CPAs, financial planners, and insurance professionals. Josh’s role is not to replace those relationships, but to help coordinate them so decisions are aligned with the business owner’s long-term objectives.

Areas commonly reviewed include risk management, insurance structure, employee benefits, succession planning, and strategies that support long-term financial independence for the owner.

Josh works primarily with business owners who want to reduce financial blind spots, improve cash flow efficiency, and prepare their business for long-term growth, transition, or eventual exit.

The best referrals for Josh are business owners who are doing well but have never had their entire financial structure reviewed together.

• Helping business owners uncover hidden financial risk and cash flow inefficiencies in their current structure.
• Financial Snapshot for business owners who want a second opinion on insurance, benefits, and planning.
• Coordination between insurance, employee benefits, retirement plans, and long-term business planning.
• Helping owners prepare their business for succession, transition, or exit.
• Many business owners already have advisors. We help coordinate the strategy so everything works together.

• Josh Smith
  Business Planning Specialist
  2473 S Higley Rd Suite 104-328

  Gilbert , AZ 85295
  Phone: (480) 810-3866
  Send an Email

Located Near Higley and Germann