Category FOMC

September 2026 Financial Planning and Capital Market Audio Video Podcast format Review … BREAK IN: Honored as D Magazines Best Wealth Managers and Financial Planner … Reviewing the 4% theory/rule … Retirement contribution reminder … Plans that did not work, Twist, Yen, being forceful … By John Kvale CFA, CFP

Featured Team Members Jen Hill John Kvale, CFA®, CFP® (Best Financial Planner) Donald Capone, CFA® Profile Text Breakdown Headline & Tagline J.K. Financial, Inc. WEALTH MANAGERS AND FINANCIAL PLANNER Firm Overview & Approach History & Structure: Founded nearly three decades ago by John Kvale, J.K. Financial is an approachable, fee-only total wealth management firm offering a hands-on, deep understanding of each client's unique financial situation. Philosophy: Offers a concierge, holistic approach centered on the belief that while wealth drives everything, true financial planning provides the long-term perspective. The firm serves as a white-glove, trusted companion through life's financial curveballs. Client Focus: A boutique, relationship-based firm serving high-net-worth individuals, career-driven professionals, business owners, retirees, C-level executives, and single women (their largest client commonality). Core Values: Operates on dedication, discipline, teamwork, honesty, and integrity. Key Services Offered Total wealth concierge analysis Retirement readiness & investment management Protection analysis & assistance Estate planning & trust services Tax monitoring & minimization Concentrated wealth strategies Firm Contact Information Address: 8222 Douglas Avenue, Suite 590 | Dallas, Texas 75225 Phone: 214.706.4300 Website: jkfinancialinc.com

September 2026 Review by John Kvale