Service Before Financial Services
Discipline, service, and responsibility carried into financial planning.
Before building his career in financial services,
Joshua “Pinny” Levy served in the U.S. Navy.
The discipline, resourcefulness, and responsibility developed
during his military service continue to influence the way he
approaches client relationships today.
Through Real Change Financial, Josh has focused on
helping families understand protection, income, growth, and
financial strategy. Through Real Dignity LTC,
that same service-oriented mindset is applied to helping families
prepare for long-term care and protect the independence they have
worked to build.
“Preparation matters most before a difficult decision has to be made.”