HOW WE CAN HELP YOU

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 compliance@wealthquarterback.com

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.

Important Disclosure Information:
The book "Retirement Reality Check" is a product of Financial Quarterback Books LLC 1400 Hooper Ave Toms River NJ 08753

Copyright ©2011-2024 Jalinski Advisory Group, Inc. 1400 Hooper Ave Toms River NJ 08753, (732) 240-2274 All rights reserved.
Advisory services through Wealth Quarterback, LLC(WQL) an SEC Registered Investment Advisor. Each recipient is limited to $1000 in total gifts during any calendar year. Insurance services offered through Jalinski Advisory Group, Inc. Investing may involve the risk of loss of capital and are not FDIC insured. Not a guarantee of any bank or governmental institution.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Wealth Quarterback, LLC (“Wealth Quarterback”) does not serve as an attorney, accountant, or insurance agent. Wealth Quarterback does not prepare estate-planning documents or tax returns, nor does it sell insurance products. As disclosed on its written disclosure Brochure, certain representatives of Wealth Quarterback, in their individual capacities, are licensed insurance agents with Wealth Quarterback’s affiliated insurance agency, Jalinski Advisory Group, Inc. Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealth Quarterback, is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Wealth Quarterback, by any of its clients. Chief Compliance Officer remains available to address any additional information or questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. Please contact our compliance team at compliance@wealthquarterback.com