Josh Colwell

I live in Coweta County with my beautiful wife, Kayte, and our sons, Davis and Charlie. We enjoy attending and serving at our local church. We also enjoy playing and watching sports, as well as traveling.

Prior to joining Raymond James in 2022, I began my career as a Financial Advisor in 2013 with a passion for helping others. Over the years of working with hundreds of families and individuals from all walks of life, I have developed a process to help clients identify, plan for and live out their dreams. It is a true joy of mine to help clients gain control of their future and to see their hard work come to fruition.

Thoughtful planning with our clients has benefits that extend well beyond the walls of our office. Many of our clients are better able to be generous to churches, charities, family, friends and other causes that are near to their hearts, because of the freedom and control they have gained in their financial lives. Areas I am passionate about and focus on are:

RETIREMENT STRATEGIES

• Retirement Planning (Detailed report and financial picture of your retirement)
• Portfolio Construction/Asset Allocation
• Risk Tolerance Review
• Income Strategies

INVESTMENTS

• Stocks, Bonds, Mutual Funds, ETFs, CDs, Money Market, Variable and Fixed Annuities, Etc.

LIFE INSURANCE

• Insurance Needs Analysis
• Term Insurance Strategies
• Permanent Insurance Strategies

LONG TERM CARE INSURANCE

• LTC Needs Analysis
• Hybrid Strategies
• Traditional LTC Insurance

FAMILY/LEGACY STRATEGIES

• Beneficiaries
• Transfer on Death

BUSINESS OWNERS

• Key Person Insurance
• 401k Plans
• SEP IRA’s
• Simple IRA’s

I believe in a holistic approach to meet your planning needs; therefore, I partner with CPAs, attorneys and other professionals to help you build a plan that will cover all aspects of your life. It would be my pleasure to partner with you and your loved ones to help you live the best version of your life.

Raymond James and its advisors do not offer tax or legal advice.

Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

These policies have exclusions and/or limitations. Guarantees are based on the claims paying ability of the issuing company. Long Term Care Insurance or Asset Based Long Term Care Insurance Products may not be suitable for all investors. Surrender charges may apply for early withdrawals and, if made prior to age 59 ½, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. Please consult with your financial professional when considering insurance options.

These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company.

Investors should consider the investment objectives, risks, and charges and expenses of variable annuities ,Exchange-Traded Funds (ETFs) and mutual funds carefully before investing. The prospectus contains this and other important information and is available from your financial advisor and should be read carefully before investing.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.