The Greek philosopher Heraclitus once said, “The only constant in life is change,” 2020 proved to be one of those years and then some. In a year marked by furloughs, early retirement packages, wage decreases, job separations, layoffs, partial salary reductions, and relocations. J.K. Financials’ continual use of technology and virtual updates through our high touch philosophy and our comprehensive Total Wealth Management Practice allowed us to navigate these challenging times. This process allowed J.K. Financial, to be proactive in helping our clients throughout the year in all aspects of their evolving lives.
As members of J.K Financial, Inc. founded in 1995, a Dallas-based, fee-only total wealth management firm, John Kvale, Donald Capone, and Jennifer “Jen” Hill represent 64 years of collective industry experience. The firm’s “Roll-Up-the Sleeves” holistic approach, and in-house continuously updated “Life on One Page Reference Document”, helps clients not only with wealth management and financial planning, but also retirement, insurance, and estate planning as well as all the unique events and stressful curveballs that occur throughout life. The firm welcomes the most complicated financial decisions and draws on decades of experience for clarity in helping determine the best path for their clients.
We are honored to have been selected as a D Magazine Best in a year that will be remembered for many years to come, for this award once again, and give special thanks to those fellow firm recipients. We also want to give thanks to the medical professionals on the front lines and behind the scenes that are helping us navigate through this most unusual year.
Thanks very much for the recognition and we welcome any inquiries at www.jkfinancialinc.com or 214-706-4300.