KJ Dykema, MRFC
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Welcome to the FamilyWe're redefining millennial retirement - your journey, your terms. I leverage over 15 years combined in real estate, insurance, and fiduciary expertise, to create solutions for your future. Instead of being backed into a corner, let's break through the wall!
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AS FEATURED IN
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Services We Offer
In your lifetime, circumstances continue to change, as will your financial planning needs. We’ve designed a service menu that helps you not only understand the services that we offer but also a roadmap on how we plan to help achieve your goals together.
Each service addresses a different stop on your financial journey - we consider these “lookouts” as you work towards retirement. Begin your trip with Investment Management where we provide a complimentary Investment Workbook to analyze your investments. Then work your way through to Estate Planning to understand how it all comes together, plus we show you how to make your money do the work for you with tax optimization. All services are available to existing Investment Advisory clients while consulting clients are provided each service for a negotiated rate.
Like we always say...
Each service addresses a different stop on your financial journey - we consider these “lookouts” as you work towards retirement. Begin your trip with Investment Management where we provide a complimentary Investment Workbook to analyze your investments. Then work your way through to Estate Planning to understand how it all comes together, plus we show you how to make your money do the work for you with tax optimization. All services are available to existing Investment Advisory clients while consulting clients are provided each service for a negotiated rate.
Like we always say...
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Do you want to learn more?
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At Family Retirement, we value education and regularly offer our insights, videos, and newsletter content absolutely FREE!
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InsightsDive into our monthly Insights with topics ranging from basic budgeting to tax optimization.
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NewsletterSign-up to explore the world of investing where we layout ways to start working towards your retirement.
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