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Better money management and confidence starts here.

401k rollovers

K&J will help you navigate the intricacies of 401k rollovers, keep you in control of your money, and allow you to make your money work even harder.

Understand your money

Our financial planning will leave you with an understanding of where your money comes from, where it goes, and how to meet your goals and grow your wealth.

Organize RMDs

We will help you understand and keep track of your different retirement accounts to help ensure your retirement plan stays on track.

Consolidating investments

K&J will help you consolidate your investments, make your money easier to track your money and help you develop more effective asset allocation strategies.

Roth IRAs & Conversions

We will find the best strategy for you and handle the conversion transaction. Sit back and relax while we streamline the process for you.

Receiving an inheritance

K&J will help you navigate the unexpected intricacies of receiving an inheritance, formulate a plan, and reach your defined goals.

Did you know?

If you’re running into issues meeting your spending or saving goals or needs, it’s time to take your money seriously.
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With a 401k account being geared toward retirement, there are several factors to consider when looking to borrow money from your 401k.
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Preparing for retirement is a tricky and important endeavor. If you make some common and avoidable mistakes, it only gets more challenging.
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