Our Mission

Retirement Advice | JKA is an independent, service-driven, professional Financial Planning Group providing clients with a solid and comprehensive plan that enhances their current and future quality of life by defining client objectives, proposing recommendations, and creating lifelong partnerships.

• We believe that our client partnerships are the heart of our business.  We are more than Financial Planners for our clients.
  
• We believe that we must serve the best interests of our clients with honesty, integrity, care, and knowledge.
  
• We believe that it is important to care about our clients.  We demonstrate that by listening to our clients’ dreams, concerns, and needs.
  
• We believe that it is important to develop a high level of trust with clients by anticipating their needs and providing timely and reliable service and follow-through.
  
• We believe that new ideas and challenges are opportunities for growth and greater success for our company and our clients.
  
• We believe that giving is more important than getting.
  
• We believe that… If the cooking is good, tell your friends. If it is not, tell us!