09/21/2017True Path Capital Strategies, LLC
Josh Tschirgi has been my financial planner and adviser for almost two years now. He has been like a godsend to me after losing my husband in late 2015; and besides dealing with the grieving of my loss, I felt overwhelmed in trying to figure out what to do with our marital assets and investments that were, quite frankly, all over the place and at risk. I did not have a feel for what my widowed income would be while simultaneously making certain I did not outlive my assets.Josh spent untold countless hours on the telephone with me for close to a year as we reviewed each account one by one, and he recommended alternatives for me that would help bulletproof my many mutual fund accounts into less risky investments with high-as-possible returns. He will take his time to get to know you, your risk tolerance, your goals and retirement plan dreams, and most impressive to me is his patience in describing how each new investment works, the up- or downside of each, the potential, the surrender schedule if an annuity, and the various and often confusing riders offered with annuity products and offer his recommendation on which rider(s) would be beneficial in your particular financial situation.Josh Tschirgi is like no other Certified Financial Planner you will ever work with, and if you've worked with a number of different advisers over the years as I have, you will immediately appreciate the difference! Josh will work very hard to earn your business, trust, confidence, and even friendship. He has the integrity, moral fiber, and business ethics you can only hope for in a financial adviser. Josh looks out for YOUR best interest, not his own! And by conducting himself with this high ethical code, his business increases based upon "word of mouth" from clients! And as a happy client of TruePath Capital Strategies, I can highly recommend Josh Tschirgi as your financial planner.
09/03/2017True Path Capital Strategies, LLC
Josh has been our financial planner for four years. Previously, we had our accounts with the local Edward Jones office. Our investments performed reasonably well with Edward Jones, although many years had passed since the last time we had spoken to our advisor there.In 2013, we met with Josh in our home. Needless to say, we hired him a few weeks later. In his review of our estate plan, he helped us immensely by spotting an issue with how our children were set up to inherit our money. This was no small issue. He immediately introduced us to a very competent estate planning attorney who met with us and helped us revise our will and draw up a revocable trust. Josh was involved in all of the meetings and was there to explain the more complex facts that the attorney presented. Josh is also knowledgeable and conscious of tax considerations. Near the end of each tax year, he meets with us to calculate and process our required minimum distributions of our IRA. While we stay involved in the process, Josh is our trusted advisor for finances. We are in our senior years, and it's important to us that we understand our financial portfolio. We want to be assured that there is a sound plan in place for the future. Josh has done that for us! We are getting much better service and advice with Josh than we received from our previous financial advisor. We recommend him to anyone who wants to know what their options are!
09/14/2017True Path Capital Strategies, LLC
I was looking to make a long term investment pertaining to my retirement finances. Josh was appointed as my financial advisor and consultant after I had left a voicemail message with his agency. Josh assisted me in making a prudent decision regarding my retirement finances. Josh is very knowledgeable, polite, patient, caring and does not pressure his clients into making an immediate decision regarding their finances. He explained everything to my satisfaction and he always take the time to entertain questions. Josh's administrative assistant, Debbie was the ultimate professional as she was responsible for preparing, organizing and submitting the paperwork. Josh is highly qualified to handle any financial situation and I would definitely refer customers to him without hesistation.
08/29/2017True Path Capital Strategies, LLC
I had a different financial planner for 15 years, but when I started meeting with Josh, I finally understood my financial portfolio, my investments and my retirement plan, and I was able to retire earlier than I had expected! One thing I liked about Josh is that he was not pushy. He took the time to listen and explain things, and never seemed to mind answering all of my questions.I'd recommend Josh to anyone who wants to grow their investments, prepare for retirement, or just understand their financial situation better.