Independent Financial Planning Services from Jalinski Advisory Group

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THE FINANCIAL QUARTERBACK^®

Josh Jalinski, Financial QB

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Schedule your complimentary
financial game plan strategy session

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Maximizing Social
Security and Retirement Income Planning

How we can help

Are you concerned with risk in your portfolio?

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In the Press

Josh Jalinski regularly appears in the media as an authority on wealth management and financial planning.

Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media 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. No such publication should be construed as a current or past endorsement of Wealth Quarterback by any of its clients.

How We Can Help

Look to Jalinski Advisory Group for a holistic financial game plan. We help you expect—and plan for—the unexpected, with solutions encompassing wealth management, retirement income strategies, tax reduction, legacy planning, and more.

TAX REDUCTION STRATEGIES

Factors such as taxes can erode wealth as fast—or faster—than clients can create it. We help our clients’ financial game plans focus on prudent tax planning and potentially producing favorable after-tax returns.

RISK MANAGEMENT

Risk management means a game plan clients can be comfortable with, even in volatile times. Strategies are designed to mitigate risk, not only through prudent management, but also by preventing excessive fees, and protecting assets from inflation, taxes, and other factors.

RETIREMENT INCOME PLANNING

Retirement planning is focused on maximizing income-producing assets—such as 401K or IRA plans, Social Security, and others—as well as reducing the risk of exhausting a client’s assets during retirement.

HOLISTIC FINANCIAL PLANNING

We think a comprehensive financial game plan needs to take into account all the major financial issues a client may face, from wealth accumulation, to maintaining one’s lifestyle in retirement, to estate planning.

Meet Our Team

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.