Joshua Ross, CFP^®

EA, MBA

Founder and Lead Planner

Energized Retirement Planners

4007 State St Ste 114
Bismarck, ND 58503

FINANCIAL ADVISOR'S WEBSITE

www.energizedretirement.com

(701) 202-5328 CONNECT WITH Joshua

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Joshua Ross is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Energized Retirement Planners in Bismarck, ND and the surrounding communities.

Financial Advisor Overview

Who might benefit from an intro meeting with our team? If you: Are retired or within 5 years of retirement. Have $500,000+ of investable assets. Desire to minimize the tax impact of 401k or IRA withdrawals. Want to maximize Roth conversions. Are tired of going back and forth between an investment advisor and CPA while still not having a plan for reducing lifetime taxes. Are interested in developing retirement income strategies to minimize taxes. Want an estate plan that minimizes family friction and family taxes. Prefer the simplification of having tax preparation bundled in. If this sounds like you, we might be a good fit!

Financial Advisor Experience

Hi, I grew up on a farm near Beach, North Dakota (no sand or water!) in a family of seven. I've been a resident of Bismarck since graduating from the University of Mary with my finance degree and MBA. During my earlier corporate career with a local Fortune 500 company, I enjoyed many financial conversations with pre-retirees. A recurring theme was advisors were handling their investments, but not as helpful with comprehensive retirement planning. And they NEVER touched tax advice! Energized Retirement Planners was formed to fill this void with a specialized team who provide retirement planning that includes not just investment management but also tax advice, bucket list spending, healthcare and estate strategies. I believe tax planning is so important that I acquired my Enrolled Agent designation from the IRS to ensure my clients are able to maximize spending while minimizing expenses such as income tax, estate tax, probate fees and Medicare surcharges. We added tax preparation to become an all-in-one firm. When I’m not assisting clients, my family loves attending school activities or chauffeuring our two dogs, Mia and Brynn, to the river. In my down time, I’m lifting weights, riding mountain bike with friends or playing caddie for my son around the golf course. If you see a muddy red truck with two dogs hanging out the window, it might be me.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - EA

Broker-Dealer Disclaimer

Securities offered through Van Clemens & Co., member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management, an SEC registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Energized Retirement Planners.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Personal Taxes