Worried that your financial strategy is

Missing Something?

Joshua Schlinsky is  here to help you feel confident in your financial future.

mature-couple-relaxing-at-beach

Your Dreams Matter

At Safe & Secure Financial Solutions, we believe business owners’ complex financial situations shouldn’t exclude them from a great retirement. Joshua Schlinsky is well-versed in retirement strategies catered to entrepreneurs. He’ll help you create a diversified approach, using a variety of insurance products and services, to help you address your financial needs and concerns.

The Safe Secure Wealth Transformer

The True Wealth Discovery
The Strategic Design
The Success Formula
The Refinement Process
The Action Blueprint
The Implementation Experience
The Accountability Factor

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Annuities

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
IRA & 401(k) Rollovers
IRA Legacy Planning

Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting with Joshua Schlinsky today.

Schedule Your Free 15-Minute Consultation

Or give us a call at 954.843.3450.