Joshua C. Harper is a financial planner that specializes in working with young physicians, their families, and their practices.
His ultimate goal is to help them grow and preserve wealth while minimizing taxes throughout the process. Specifically, Joshua focuses on insurance planning and overall risk management, investment strategy and retirement plan design, as well as wealth accumulation through asset protection.
Joshua works with his clients during every stage of their life by helping them address their financial goals and dreams. Through discussing their current situation and plans for the future, he helps to create a plan of action. Joshua feels that this puts him in position to guide his clients towards addressing their financial needs and goals.
Joshua received his bachelor’s degree in Economics and French from The Terry College of Business at The University of Georgia. Outside of his career, he also enjoys boating (particularly sailing), soccer, golf, tennis, relaxing with friends and family (especially his new nephew), and traveling when possible. Joshua lives in Atlanta with his three year-old golden retriever, Jeaunee. |
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