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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.

Our Beliefs

  • We believe that our client partnerships are the heart of our business.  We are more than Financial Planners for our clients.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!

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