For many people, their problem isn’t a lack of financial options—it’s the lack of an integrated game plan to pull it all together. That’s where Jalinski Advisory Group can help, as The Financial Quarterback™, we provide clients with a coordinated view of all their financial choices to help them make sound decisions. The result is a unified game plan focused on growing wealth and protecting it from unnecessary taxes, fees, and risks.


Our Commitment:


Professional Approach:

We act as a macro-manager, organizing our clients’ financial lives and enabling them to view all of their financial decisions in a holistic context. We don’t sell proprietary financial products or hold clients’ assets, so we are independent and disclose conflicts of interest.


Certified Experience:

Josh Jalinski has been a Five Star Wealth Manager award winner in 2021, 2020, 2019 and previously from 2012 - 2015. Josh was named an Advisor of the Year by Senior Market Advisor magazine in August 2010 and was chosen for the Top of the Million Dollar Round Table, an association of insurance financial professionals. 

Jalinski Advisory Group, Inc was named in the Forbes article: Top Financial Security Professionals [published Oct 19, 2021] For additional information or questions please contact our compliance team at


Committed to Quality:

We strive to align our approach with our clients’ needs, preferences, and values—to potentially create financial game plans designed for enduring stability, optimal performance, and protection against unnecessary risk.


Our Process:


STEP 1: We’ll evaluate your current income situation, and we’ll help to ensure your expenses can be paid month to month. Next, we’ll help ensure that we’ve maximized your social security, explored your pension options & decisions, plan for a premature death of a spouse, inflation, & other considerations for your income plan.  


STEP 2: Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high-quality portfolios.    


STEP 3: The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation.  


STEP 4: By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.





When you purchase Josh's book Retirement Reality Check it includes a Complimentary Financial Game Plan PLUS our new eBook- Financial Strategies for 2022.

Get a complimentary risk assessment with all book purchases! We can help you identify how much risk you’re taking with your current investments and provide recommendations to help balance any instabilities.
   Regardless of your age or geographic location, we are here to help!
Anyone and everyone needs a financial game plan so they can help maximize their wealth, reduce risk and protect their lifestyle when retirement does come around.
Fiduciary and Fee-Based Financial Plans Offered Through Wealth Quarterback, LLC Wealth Quarterback, LLC is a Registered Investment Advisor dedicated to helping clients maximize wealth and minimize factors such as taxes and undue risk. Our team of experienced industry veterans, with decades of experience in the financial services industry, provides families, high-net-worth individuals, corporations, endowments and foundations with trusted advice, personalized service and experienced decision-making.