CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Joshua Schlinsky

contact me directly
Joshua Schlinsky

MEET YOUR LICENSED ANNUITY SPECIALIST

Joshua Schlinsky

Joshua Schlinsky
contact me directly

Learn More About Me

My name is Joshua Schlinsky I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

During my two decades of experience in the financial services industry, I have placed a key focus on helping my clients grow and protect assets, and then turn those assets into a reliable lifetime income stream in retirement.

Seeing the effect of the Dot Com crash and the 2008 recession had on people, I learned to parlay my former experience in the theological and funeral profession to help individuals and families reach their financial goals without worry about the volatile stock market. I use a wide array of strategies for wealth optimization, retirement income planning, asset preservation, and long-term care expense protection.

Coming from parents who served as Clergy and educators, I am a born counselor. I thrive on learning what is important to people, and then educating them on how to create and stick with a short- and long-term financial plan. I have appeared on the NBC Nightly News, written for Forbes, and have also been quoted in the Wall Street Journal and other prestigious publications.

I am the author of two books, and my most recent, titled “Wealth Compounded,” focuses on the retirement and financial planning process. Upon publication, it quickly reached the Amazon best seller list.

I reside in Florida. But even though my office is located in the Sunshine State, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Joshua Schlinsky

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download our retirement guide
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