Fee-Only Fiduciary
Provides fee-only total wealth management as a fiduciary.
J.K. Financial
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About J.K. Financial
A financial advising firm in Dallas. J.K. Financial provides fee-only total wealth management while acting as a fiduciary for clients. Its services include retirement readiness and transition planning, investment management, protection analysis, estate planning, concentrated wealth strategies, trust services, and tax monitoring and minimization. The firm serves career-driven professionals, business owners, retirees, C-level executives, and single women at various life stages. Planning may address RSUs, options, business owner liquidity events, wills, trusts, estate tax strategies, and diversification. J.K. Financial also offers Total Wealth Concierge services, which involve detailed analysis of each client situation and long-term assistance across financial needs. The firm was founded nearly three decades ago by John Kvale.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement Planning
Supports retirement readiness and transition through planning.
Estate and Trusts
Assists with wills, trusts, estate tax strategies, and related documen
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