Products & Services
This is some information about our products and services.
Retirement Planning |
Investment Management |
Estate Planning |
Retirement Planning |
Investment Management |
Estate Planning |
Retirement PlanningThis crucial service helps individuals and families prepare for their retirement years. We create customized strategies based on clients' financial situations and goals to ensure a financially secure and comfortable lifestyle in retirement.
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Connect With KJDuring our first meeting we take time to understand your financial and investment goals, as well as, diving into your financial habits.
After a financial analysis, we can compare your goals and help create a plan to get you there. |
Company Sponsored Events
We provide a three part, in-office series that covers Investing and Protecting Assets, Investment Styles and Risk Profiles, and a 30-minute personalized session.
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Group Classes
Comprehending your investments is no small feat. We offer individualized classes for people looking to take control of their retirement.
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Create Your BudgetPrepare your budget using our complimentary worksheet.
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Review Legal and Tax DocumentsDiscuss important legal and tax documents.
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Evaluate Your InvestmentsCompile your existing investments by completing our Investment Analysis worksheet.
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