Josh Markowitz Email & Phone Number

Josh Markowitz is a Financial Planner at The Next Level Planning Group at The Next Level Planning Group. He possess expertise in teaching, event planning, data analysis, research, nonprofits and 6 more skills.

Listed skills include Teaching, Event Planning, Data Analysis, Research, and 7 others.

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  Financial Planner

  The Next Level Planning Group

  Jun 2005 - Present - Greater Chicago Area

  Josh is a financial planner with The Next Level Planning Group. His specialty is bringing both art and science to the task of helping people match their expected future expenses with highly probable cash flows from their assets. The “art” is reflected in the creative and customized descriptions of clients’ values, goals, and vision of the future that he weaves into their financial plans. The “science” comes alive through an integrative understanding of financial markets, estate planning, and tax reduction strategies, and the placement of the client’s specific situation and goals within that context. This blending of art and science results in plans that are built to last, yet adaptable to the future, and serve as useful “road maps” for clients en route to their financial destinations. Josh Markowitz is a registered representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Josh Markowitz is securities licensed in AZ, CA, CO, FL, IL, IN, LA, ME, MD, MA, MI, MN, NY, OH, OR, TX, and UT. Next Level Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-7208512-102124