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Complementary Financial Game Plan

Maximize My Social Security

Find the best strategy to maximize lifetime benefits

Making correct decisions can mean tens of thousands in extra retirement dollars

Our state-of-the-art software helps you choose the right benefits at the right time

Developed by Laurence Kotlikoff, Boston University Professor of Economics

27 Point Financial Game Plan

We work with our clients to incorporate client data into our celebrated protection, growth and savings diagram. It's made up of 27 individual points, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.

OnPoint Risk Analyzer

OnPointe’s innovative software is a highly intelligent, market-calibrated risk analysis formula that simplifies the complex issues of risk analysis to help advisors understand their clients’ preferences and provide recommendations unique to their goals

Josh Jalinski

The Financial Quarterback™


Most of us have similar goals for our financial future—build wealth and protect it from eroding factors such as market fluctuations, taxes, inflation, fees and undue risk. What most people don’t have is a unified, systematic approach to pull together all the opinions, alternatives and decisions that affect their financial lives. They need a Financial Quarterback to create a long-term game plan to reach their goals—and to take a coordinated approach to helping them make smart decisions about investing, insurance, tax and estate planning, and risk management.

 Josh Jalinski, The Financial Quarterback™,  has been selected as a Five Star Wealth Manager in 2012, 2013, 2014, and 2015. He was named as an Advisor of the Year finalist (only 5 are selected each year in the country) by Senior Market Advisor August 2010 magazine, a leading financial industry publication.

He has also been selected for the Top of the Million Dollar Round Table, an association of financial professionals. Josh has attained elite status in the Top of the Table for eight years (only the top one-tenth of 1% make this category). Josh teaches people how they may be able to lower risk, minimize taxes, and maximize wealth!

Josh is the host of the popular Financial Quarterback™ Show heard every Saturday from 9am-11am on WOR News Talk Radio (NYC) 710 AM he manages tactical financial investment portfolios. Josh is the host a weekend radio show on WOR and WABC,where he discusses investment strategies and various other crucial economic topics. He has been featured as an expert guest on numerous media sources including CNBC, Fox Business News, CBS News, and Bloomberg.



"Best book ever on financial planning I have read"


"An important book on planning for retirement"