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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 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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