Joshua Iversen

Certified Financial Planner Email Joshua

Joshua Iversen is a fee-based financial planner who specializes in comprehensive financial planning that incorporates a detailed analysis of Medicare enrollment options and Social Security claiming approaches. He has written extensively on topics such as obtaining healthcare coverage, purchasing insurance and retirement planning. Joshua has also written a college coursebook on the subject of personal financial management.

For two decades, Joshua worked as a financial consultant for independent financial advisory firms including LPL Financial and NPB Financial. After seeing a need for comprehensive planning services designed to assist individuals facing extremely complicated decisions such as those involving healthcare benefit programs like Medicare, he started Syzygy Financial in 2010 to help meet that need. There, in addition to providing in-depth analysis of Medicare and Social Security strategies, he offers advice on investing for retirement and other goals. He also advises on healthcare issues such as coverage options and evaluating long-term care insurance.