Advisory

ADVISORY

At JKKR Wealthcare, LLC, we help our clients to better take advantage of the opportunities now available in today’s investment environment. We do this by utilizing three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmaps when their needs change

Our services cover all areas of financial management, from investment and retirement planning programs to risk management and estate conservation strategies. We specialize in helping each of our clients develop comprehensive, cohesive financial strategies that fit unique needs in meeting both short- and longer-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. 

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ADVISORY SERVICES

Tax Planning

  • Income Tax and Estate Tax Planning
  • Tax-advantaged investing
  • Charitable Gifting Programs

Investment and Retirement Planning Programs

  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments
  • 401k/403b/457 Rollover Planning
  • Tax-efficient Retirement Distribution Planning

Income Protection and Asset Preservation

  • Income Replacement
  • Disability Protection
  • Long Term Care Strategies
  • Creditor Protection
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Insurance Planning

  • Life Insurance Analysis and Design
  • Life Insurance Policy Audits
  • Fixed and Variable Annuity Contract Audits

Education Planning

  • Section 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Uniform Gift to Minors Accounts (UGMA)
  • Uniform Transfer to Minors Accounts (UTMA)
  • Specialized Solutions

Estate Planning

  • Wealth Transfer and Tax Reduction Programs
  • Charitable Gifting
  • Trust Services

COMPLIMENTARY SECOND OPINION

We would like to offer you a complimentary second opinion of your investment portfolio. A thorough review may demonstrate that everything is in order, and if so, we'll let you know. If there are areas where we feel we can add value to your situation, we'll identify them specifically, quantifying the benefits. Simply call or contact us by email and we'll get started on the review, with no cost or obligation.

You can count on us for quality financial planning – call now at (804) 288-0496.

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