ASPN

Action-Sports Service Provider Network

Josh Farmer

Josh Farmer is a native San Diegan who grew up skating Del Mar Skate Ranch, boarding Snow Summit and surfing Scripps, Blacks and Swami’s for the past 25 years.  For the past eight years he has developed a successful practice involving life insurance strategies for business’, business owners, key-employees, executives, employees, athletes and their families.  Josh brings the same passion for the action sports industry into every plan he specifically develops for his clients.
Specialties
Structuring of Endorsement Fees. If you are having a good year financially and anticipate endorsement fees that only add to this year’s tax bill?  A long term financial planning opportunity providing potential relief for celebrities of all types is available through a structured annuity which offers a customizable future payment streams that can be tailored to athlete’s specific needs.  Celebrity Endorsement Fee structures should also be of interest to agents, managers and legal representatives of sports and entertainment figures as well as corporations and entities who hire them.
Titles
Director of Business Development, AVITAS
Settlement Consultant, Millennium Settlements
Financial Services Professional, MassMutual Financial Group
Owner, SDFC
Past Performances / Sponsors
MTV Sports – Dirt Boarding
Stunt Masters – Motorized SK8 Board Racing
Channel 8 & 10 News
XT Wheelz
Contact Information:
Josh Farmer
12730 High Bluff Drive, Suite 180,  San Diego, CA 92130
800-573-8853 x 1009 – Office
858-335-7094 – Call
858-481-1242 – Fax
Testimonials
Josh, Thanks for your help with the structured settlement. It’s something I knew little about and I was glad to be able to bring you in to discuss the details with myself and the client. Hopefully we’ll get to work together again soon.
Kevin Bourke, CFP ChFC CDFA
LPL Registered Principal
Bourke Wealth Management
Santa Barbara, CA

Finally! After 15 yrs in the industry, serving as a wealth advisor at one of the premier brokerage firms and also at one of the largest bank wealth management firms, I am now in a position to not only become competitive in structured settlements, but actually provide a better solution for clients and attorneys. Having very close ties with a personal injury attorney, he was very impressed with the solution, service, and professionalism Josh provided. I am very excited about the ability to develop a strong strategic partnership with Josh to enhance both my solution offering and business bottom line! Thank you and look forward to many more opportunities!

Christopher T Luce, CFM
President
Five Stones Wealth Management, LLC
Plano, TX

Josh, Just want to let you know how very grateful I am to you for going “above and beyond” in helping my brother with the structured settlement. Although I’ve been in the financial services industry for many years, I knew virtually nothing about structured settlements. You were very thorough in explaining what steps needed to be taken and patient in responding to my many questions–always in a timely manner. Not only are you a true professional but also one whose warmth and compassion are always evident. I’m so glad LPL referred me to you. All the best to you, Josh.

Portia Carmichael, CFP
LPL Financial
Naperville, IL


“Josh Farmer and Millenium Settlements have been instrumental in achieving the best structured settlement options for my clients, including proposals, planning and guidance. Josh is always a call away and everything I have requested was done in a timely and professional manner. I highly recommend using them.”

Chet R. Bhavsar, Esquire
Russakow, Ryan & Johnson
Pasadena, CA


“For the last five years, Josh Farmer has handled all of my qualified structured settlements for plaintiff minors and adults, and each time he provided quality products and great service. Josh sets the standard for the plaintiff’s representative.”

Daniel M. Gilleon
Mitchell & Gilleon
San Diego, CA


“Josh has been helping my firm with structures for about four years now, and my two partners and I have been impressed by his responsiveness and commitment to helping our clients. He has gone the extra mile to put together packages that worked for our clients in cases where traditional annuity structures wouldn’t work. I have been thankful on more than one occasion when Josh was able to come to a mediation or settlement conference on short notice. Equally as impressive as his willingness to jump in and help out is his willingness to continue working until the job gets done. When you call Josh, you know you will get a prompt, positive response.”

Sean Simpson
Simpson & Moore, LLP
San Diego, CA


“Josh Farmer of Millennium Settlements assisted me in the $1M settlement of a wrongful death claim of an elderly woman. She left twelve grown children, some of whom decided to take advantage of a structure and others who did not. Josh assisted me in clearly explaining the program and its advantages to the siblings, some of whom were overseas and some of whom had language and educational issues. Josh’s patience and expertise were a truly valuable asset to me through the case. He helped analyze the defense’s structure offers, reducing them to today’s dollars. Additionally, he assisted in structuring attorneys’ fees, saving me substantial tax dollars. I would recommend him to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney’s needs.”

Jerrold M. Bodow
The Law Office of Jerrold M. Bodow, A.P.L.C.
San Diego, CA


“Hello again Josh,Everything with our structured settlement is in place thanks to your expertise and professionalism. You were great to work with and helped to guide us through the little known waters. Kim, our two kids, and I are most appreciative and ready to get on with our lives.Thanks so much again.”
L. Smith
Moultonborough, NH