Our Definition of Wealth is when your income exceeds your expenses. For many of us, that definition seems simplistic for most of our lives. We work, pay the bills, maybe have a little fun, and save a portion for retirement. But how do you ensure that equation holds true when your paychecks stop, and you officially retire? At SJK Wealth Management, we specialize in creating income streams for our clients entering retirement.
Learn MoreThe pace and complexity of managing modern finances may leave some people unprepared to achieve a successful financial future. If you’re feeling less than confident about your future, having a well-prepared financial plan will help put you in control.
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Life insurance is an essential part of protecting your family. Finding the right policy at the right costs can be confusing. At SJK Wealth Management we make the process simple making sure your family’s needs are served.
Learn MoreCollege costs are constantly rising which is why you need to start saving early, as early as the day they are born. Education is power! Educate yourself on ways you can help afford your child’s education because college happens in the blink of an eye.
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A trust can provide a measure of comfort, knowing you have a plan in place to help provide for the safe and accountable management of family assets and to direct their use in accordance with your wishes, goals, and objectives.
Learn MoreIf you become too sick or injured for an extended period of time, disability insurance could help cover a portion of your income (including bonus and commissions) that is lost.
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Give yourself one less thing to worry about by taking steps now to protect your hard-earned assets and your independence in the future. To get started, contact us and request a consultation. It’s free and there’s no obligation.
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