When it comes to a client’s needs, we know that each and every individual is special. Because of that, we need a plan in place to address your specific needs, wants and goals.

The JOR Group is here to help our clients produce that plan.

Sometimes the plan involves complex estate planning strategies. Sometimes it means finding the best life insurance products on the market and at the best value. Either way, The JOR Group uncovers the right solution for the right time in our clients’ lives.

We also understand that we play just a part of our clients’ overall advisory team. The JOR Group works with and builds valued relationships with our clients’ Business Managers, CPAs, Financial Advisors, Trust and Estate attorneys and families.

The goal is simple: Uncover together what is best for you.

With two decades in the sales and service industry, Joshua Peikon has built a personal approach that begins with a comprehensive discovery conversation. First, we must understand your specific goals, needs, estate plan and challenges. Then The JOR Group tailors a strategy to accomplish those goals in order to protect personal assets and business interests, particularly for estate tax concerns.

Before forming The JOR Group, Josh worked with The Gilbert Group, where he provided custom, sophisticated insurance-based wealth transfer strategies for high net worth individuals and families. Prior to this, he was widely recognized as a top sales producer in the sports and entertainment industry, shattering various sales records while serving as director of sales for the New York Jets, AEG and the New Jersey Nets.

Josh obtained his B.A. in Business from the University of Rhode Island and is approved as a licensed life and health agent with the Department of Insurance. Josh is an avid fan of basketball and football, and he currently resides in Beverly Hills with his wife and three children.