Category Archives: Company Bio

Big News! Our Firm is Growing Again – Happy Fourth!

We have had a year of change with Cathy’s retirement and other moving parts. But we have some really big news to share –

Because electronics moves faster than snail mail – although we still enjoy the novelty of our Newsletter – Here is the big news of the year from J.K. Financial, Inc. – also included in the coming Newsletter!

Our Family Firm is Growing Again20180521_161247317_iOS

Congrats to Randi and Donald as they are expecting their third boy in the fall – luckily if all goes well, we MAY get to see the new guy at the Holiday Party- which is slated at the same Saturday before Thanksgiving!

Congrats to the Capones – Great parents, Great Family and a Great new welcome to the world later this year!

Fourth of July

We wish all well and a safe celebration on Wednesday of this week as our domestic friends, family, and clients celebrate our founding – This year we are getting ahead of the friendly jabs from those not originally from the USA – We know it’s not your favorite holiday- haha – Enjoy anyway!

Be safe, enjoy the middle of the week day off and talk to you on Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Friday …. Shhhhhh … We have a secret but we cannot tell you YET … Here is a hint …

Ok, so it is a Friday and we had a pretty heavy week of posts … Newsletter and Quarterly Review … Hope you enjoyed our new zoom feature on the Newsletter opening … hat tip to my nephew, NJ. We will keep it short and hope you ride into the sunset of the week as happy as we are!

We have a secret and cannot tell, but here is a Hintfinal full size - jk financial - d's best financial planners 2017 - bret redman-1935

We have mentioned quietly a few times that we have a secret to share but are bound by the rules of …. well the secret …

Here is a hint of the secret …

When is the last time you have seen us both in fancy clothes?

It’s a big secret… stay tuned, only a few more days!

Have a Great Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Two Anniversaries in One Week!

Anniversaries were abound this week. Both were happy surprises and threw us into sentimental memories!

Happy 10 Year Anniversary to Cathy20161120_002239800_ios

This week Cathy, our office manager, celebrated her 10 year anniversary.

WOW …. that is fantastic, it certainly did not feel like 10 years !

Congratulations !

LinkedIn Remembers ANOTHER Anniversary

Thanks to all who congratulated me for the nearing three decades Anniversary this week too!

Nearly three decades? Wow, seems like it only just began days ago.

Hey it only has just begun, many more decades to go!

Alright, we will stop with the mushy stuff….

It does go fast!

Enjoy those special in your life and enjoy your Friday heading into another wonderful spring Weekend!

Talk to you (Video’s) next week …..Cheers!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

About Our Company

Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETF’s, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more.  The firm acts as a fiduciary for clients and manages funds on a discretionary basis.