LET'S CHAT
Joshua Doyle
Licensed Consultant, CA License #4401820
Challenging the status quo of financial literacy and education.
About Me
Hello! I appreciate you stopping by, at Vantage we "Challenge the status quo" by finding solutions that ease the mind and help build predictable wealth. I am grateful that you are looking to book with me! Speaking of me - I graduated with a degree in finance from California State University Fullerton (Tusks Up), I am a water polo coach at a Beaumont High School, and I love things like the gym, sports, and education. I look forward to our meeting!
Book an Appointment
Please choose from the following types of meetings to best suit your needs.
Initial or Follow Up
Consultation
We will explore your goals and needs and talk about the basic principles of building a solid financial game plan.
Annual Policy
& Financial Review
Have current statements for all of your life insurance, long-term care, and/or annuity policies available for review.
Introductory
Meeting
I will introduce you to a member of our Vantage Team to assist you further with your financial plan.
Professional Partner Meeting
We will explore projects and opportunities for collaboration that help us best serve our clients.
Potential Team Member
Interview Meeting
If you're interested in joining our team of passionate world changers lets connect and learn about you!
Vendor Appointment
To Pitch Services
Have something of great value to offer Vantage? Let's talk about how you can help expand our mission!
AFEA Strategy Session
We will talk in detail about your unique situation and goals and see how to best apply what we covered in the Social Security Benefits and LTC Seminar.
Collaboration Meeting
For existing partners, this is a meeting to collaborate on projects and explore opportunities that help expand our missions and better serve our clients.
What Our Clients Say
Luke takes a complex and potentially difficult subject like life insurance and breaks it down into reasonable and easy to understand steps. You are the one making the decisions- He's trustworthy and easy to work with.
He listens, gets to know you and your situation-It is not a cookie-cutter, one-size-fits-all approach. I appreciate the time he takes with my clients to deliver the highest level customer experience.
I have worked with Luke for 3 years now, and he is one of the smartest guys I know! He provides solid advice, and he is very patient in answering all of my questions. - I trust that he has my family's best interest.
Jennifer Crosswhite
Author, Editor
Adam Raymond
Agency Owner
Robert & Lia Hidajat
Business Owners
What Our Clients Say
Jennifer Crosswhite, Author/Editor
Luke takes a complex and potentially difficult subject like life insurance and breaks it down into reasonable and easy to understand steps. You are the one making the decisions, not whatever product needs to be sold. He's trustworthy and easy to work with.
Adam Raymond, Agency Owner
He listens, gets to know you and your situation-It is not a cookie-cutter, one-size-fits-all approach. I appreciate the time he takes with my clients to deliver the highest level customer experience.
Robert & Lia Hidajat, Business Owners
I have worked with Luke for 3 years now, and he is one of the smartest guys I know! He provides solid advice, and he is very patient in answering all of my questions. - I trust that he has my family's best interest.
