Financial Planning for Individuals
We are here to help you plan for the life you envision
Welcome to JK Investment Group
Your goals determine our strategy.
Let us design a personalized plan to focus on your needs for wealth management, retirement planning, tax planning, estate planning and insurance and more.
Defying Average
Our comprehensive approach is mirrored in our technology that features complete data aggregation of your financial situation. Access your information from anywhere and at any time in one secure platform. Recent account activity, current portfolio holdings, and a personal balance sheet are updated daily, giving you the ability to view your progress in achieving your financial goals.
Check the background of this firm on FINRA’s BrokerCheck
Financial Planning for Businesses
We bring strategic expertise to encourage your business growth
Insurance
Protect yourself, your loved ones, your home or your business against unexpected events
Charitable Planning
We work with you and your charitable interests to craft a strategy that takes full advantage of your donations
Estate Planning
Bridge the gap between your financial plan and your legacy plan
Tax Planning
Taxes may not be avoidable, but overpaying them is