Joshua Schlinsky began his journey in the financial industry in 2001 with a well-known large financial institution, and in 2012 started his own firm, Safe Secure Financial.
Over the years, he has gained a comprehensive knowledge of strategies for Retirement Income Planning, and Wealth Optimization & Preservation. To bring comprehensive planning to his clients, Joshua works with a team of companies and experts such as J.D. Mellberg Financial, Wealth Beyond Wall Street, and many others. He is also a member of the American Association of Independent Advisors.
Josh has used his knowledge to help retirees and pre-retirees protect their money from the devastating effects of markets downturns and plan for lifetime income, all while minimizing taxes. He has appeared on NBC Nightly News and has been quoted in the Wall Street Journal (as well as other prestigious publications) regarding his opinion on finance.