Home - True Path Financial Design

Designing a path to

Confidence.

At TruePath Financial Design, we believe in achieving financial freedom in retirement and are committed to partnering with our clients to make that dream a reality. We have built a practice focused on creating custom financial plans designed to bring you the most benefit and get you closer to the life you envision. Our team understands the diligence and dedication it takes to build your wealth over a lifetime, and we want to help ensure that your financial journey is reliable and secure. It’s time to protect what you’ve built and enjoy the fruits of your labor.

A fresh start. A choice to

Pay it Forward.

Josh Harrison started in the banking industry when banking was still local. He appreciated having connections with his clients, and as the banking industry became increasingly corporate, he realized that he was losing those connections he once held dear. Realizing he could better serve his clients outside the corporate structure, Josh forged a new path and launched his independent practice, TruePath Financial Design. Josh truly believes his calling is to serve others, and financial services are the modality with which he helps change lives.

Josh had obstacles to overcome to get where he is, but he has forged ahead with grit and determination because he understands the impact he can make in people’s lives through financial services. A man of faith, Josh has built his business on a foundation of traditional values. He understands the hard work and dedication it takes to establish financial security, and he wants to help make sure that his clients are not only able to survive retirement but are able to thrive. Josh believes he has been given a second chance at life and is choosing to use it by paying it forward to help others achieve the peace they deserve in retirement.

With over two decades in the financial field, Josh has the expertise to help his clients reach freedom in retirement. He understands the ins and outs of the financial industry and is dedicated to designing straightforward plans for his clients. The team at TruePath Financial Design believes that a successful retirement plan starts with holistic and honest advice.

Investment advisory services are offered through Linda Roberts, an Investment Advisor Representative of Advisory Alpha, LLC.

Investment advisory services are offered through Linda Roberts, an Investment Advisor Representative of Advisory Alpha, LLC. Josh Harrison is not an Investment Advisor Representative and is not licensed to provide financial planning and investment advice.

Our Dedication.

Your Future.

As an independent financial services provider, we have built a practice that focuses on putting our clients at the center of our work. We hold ourselves to high standards so you can leave our office feeling confident about your financial plan and excited about your future. Our team works diligently to impact our client’s unique needs by offering personalized, holistic financial plans designed to carry you to retirement and beyond. Our goal is simple: we want you to thrive, and we want to help you achieve your vision for the future.

Paving The Way

Holistically.

At TruePath Financial Design, we believe you deserve a financial plan that will serve you, your family, and your future. Our team of professionals strives to educate our clients through personalized, relevant services to help preserve your hard-earned assets while growing them for the future. We want to help you find a stable and dependable future with retirement planning, insurance, Medicare, tax management, and wealth preservation. With our team and your vision, you can be assured that you are on your way to the retirement you dream of.

NAVIGATING FEAR & UNCERTAINTY IN ELECTION YEARS

Tuesday, September 17, & Wednesday, September 18

11:30 AM – 1:30 PM

Memaw’s BBQ

4916 Babcock St. NE

Palm Bay, FL 32905

Upcoming

Events:

NAVIGATING FEAR & UNCERTAINTY IN ELECTION YEARS

Tuesday, September 17, & Wednesday, September 18

11:30 AM – 1:30 PM

Memaw’s BBQ

4916 Babcock St. NE

Palm Bay, FL 32905

At TruePath Financial Design, we believe you deserve a financial plan that will serve you, your family, and your future. Our team of professionals strives to educate our clients through personalized, relevant services to help preserve your hard-earned assets while growing them for the future. We want to help you find a stable and dependable future with retirement planning, insurance, Medicare, tax management, and wealth preservation. With our team and your vision, you can be rest assured that you are on your way to the retirement you dream of.

GET READY TO START

Thriving.