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Josh Manwaring

Licensed Annuity Investigator

More About Me

My name is Josh Manwaring. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the elevated interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

As a financial professional, I am able to offer investment and insurance products and services. I have passed the Series 65 securities exam and hold life, health, and annuity insurance licenses. I graduated with business degrees from Ricks College (now BYU-Idaho) and Idaho State University.

I have over 20 years of experience in financial services, and I have worked with some of the largest banks and investment firms, including Chase and TD Ameritrade. Through these experiences, I have gained a wealth of knowledge for helping people develop wealth-building strategies. I wanted the flexibility to help clients gain better control over their assets through custom financial planning, so I began my own firm where I am dedicated to assisting clients to achieve their financial goals so they can enjoy a comfortable, confident retirement.

My wife, Joni, and I live in Gilbert, AZ with our four children and a Sheepadoodle named Chance. In my free time, I enjoy coaching youth football and soccer and serving as a youth leader in my church. I also enjoy pickleball, golf, tennis, camping, traveling, hiking, and watching college football.

While I am currently living in Arizona, through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients, as well as, share computer screens so that we are all on the same page. I can show you first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.


Josh Manwaring