A Fee Only Total Wealth Management Firm Acting as a Fiduciary for Clients.
Founded nearly three decades ago by John Kvale, a small-town farm boy, who moved to the city, but continued the close personal values learned through hard work. Dedication, discipline, teamwork, honesty and integrity form the core values of J.K. Financial, Inc.More
Career driven professionals, business owners, retirees and C level executives. The largest commonality are single women. Whether early in life or retired, our clients share in their Total Wealth Concierge services.More
With a roll-up-the-sleeves, deep understanding and analysis of every client situation, our long term mutual goal of security and financial longevity frequently spanning multiple generations is achieved. Our Total Wealth Practice and Concierge Services help accomplish these goals in a comfortable manner. With multiple decades of experience, anticipation of obstacles helps provide a smooth experience through life’s inevitable curve balls.More
About four years ago, we had a fabulous speaker, Tom Clark who has multiple decades of experiences at the Social Security Administration as an expert lecturer…Read More
We are dedicated to providing comprehensive, long term assistance for every aspect of our client’s life.