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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.
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 firstname.lastname@example.org
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.
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.