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About Jalbert Financial Group
Jalbert Financial Group was formed by Russell Jalbert, CFP®, one of the early financial planning practitioners in the country.

Mr. Jalbert has been referred to as the American "dean of financial planning" and formed the Jalbert Financial Group with the specific focus on helping people safeguard their retirement assets. As a Certified Financial Planner (CFP®) and leading financial advisor with experience through several economic changes during the past 35 years, Russell has witnessed the failure of "traditional planning wisdom" for protecting client monies. The methodology known as "asset allocation and diversification" has not adequately safeguarded assets from the severe and sudden drops in the marketplace. Russell knew a more reliable strategy for protecting client retirement assets must be utilized. As a result, he formed the Jalbert Financial Group; a firm of highly trained individuals who have come together to offer plans that safeguard (guarantee) principal, yet provide the opportunity of market growth.

Post 9/11 Planning Philosophy

We are living in a new and dangerous world. No one has the ability to foresee what may happen tomorrow. Those of us who are charged with the responsibility of growing and protecting retirement monies must look beyond the traditional broker or financial planning solutions. We have a fiduciary responsibility to utilize the finest and safest plans at our disposal. The Jalbert Financial Group is committed to provide the world's finest plans designed to safeguard retirement monies, yet offer the opportunity to participate in times of market prosperity.

Our Independence

The Jalbert Financial Group has consciously structured itself to be completely independent of any bank, brokerage firm or insurance company. We are fully dedicated to our clients and have absolutely no ties to any outside organization. With this independence, we have positioned ourselves to offer unbiased advice and the world's finest financial vehicles to our clients and their families.