Josh Ervasti
Partner/Financial Adviser | Guiding Veterinarians on Their Financial Journey
- Role
- Authorized Representative at Avma Insurance Services
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Josh Ervasti
I help veterinarians approach ownership with intention, clarity, and…
Experience
Authorized Representative
Jan 2017 — Present · West Des Moines, IA, US
Education
Drake University
BSBA
1993 — 1996
Skills
- 401(K) Rollovers
- Key Person Protection
- Business Succession Planning
- Small Business
- Business Exit Strategy
- Strategic Planning
- Retirement Planning
- Supplements to Employee Benefits
- Lifetime Income Strategies
- Buy-Sell Agreements
- Asset Protection
- Financial Services
- Life Insurance Strategies
- Investments
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