Joshua Potts

Joshua Potts stands at the helm of Freedom Financial Planners, guiding individuals and families towards a future of financial security and freedom. As the founder and CEO, he brings to bear his expertise as a skilled financial planner with a specialization in retirement planning.

Joshua believes that knowledge is power. He embodies the heart of a teacher in his approach to financial planning. Joshua is deeply passionate about educating his clients, and recognizes that true financial freedom is achieved through understanding. With this ethos at the core of his practice, Joshua crafts personalized financial plans for each client and family, tailored to their unique goals and circumstances.

For Joshua, being a financial planner is more than mere investing; it’s about empowering his clients to take control of their financial freedom. This philosophy is encapsulated in Freedom Financial’s motto: “Freedom is the Ultimate Currency.”

Joshua uses specific timelines to guide his clients through the retirement planning process. By breaking down complex financial concepts into actionable steps, he empowers his clients to make informed decisions that align with their long-term goals.

Joshua integrates Dave Ramsey’s philosophies into his retirement and financial plans. This framework provides a solid foundation for building wealth and achieving financial freedom, reinforcing Joshua’s commitment to his clients’ success.

In every client meeting, Joshua Potts exemplifies dedication, expertise, and a genuine passion for helping others secure their financial futures. Through Freedom Financial Planners, he continues to empower individuals and families to embark on their journey towards financial freedom, one step at a time.

More About Joshua:

• He holds FINRA Series 6, 63, and 65 licenses, allowing him to serve clients in over 40 states through fee-based or commission-based investing choices. 
• He also holds his Florida Life Insurance license to offer term life insurance when needed and to replace cash value life insurance policies when possible. 
• He enjoys running, fishing, playing pickleball with his neighbors, and hanging out with his dog Kaya.

States Registered In: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Freedom Financial Planners are not affiliated.