Tag Archives: Relative Questions

Questions from Relatives, Kids, Parents or Close Friends and Others …. Please Ask!

Recently, once again from the field … you guys have given us a great topic!

Glad to Answer Questions for Family, Kids, Parents or Close Friends

We have had multiple … almost apologetic, requests for some type of financial planning advice needed for a parent, family member, relative or child … we are glad to help!Helping hand adventure-1807524__480.

Not only do we consider it a part of our service to take care of you, but also family, relatives, and other very close friends as well.

We are honored that you may ask!

If someone stumped you with a financial planning question, relay it back to us … with almost five decades of collective experience we likely have crossed the bridge before. If we don’t know the answer we have a close contact to tons of professional contacts (Attorney, CPA or the like) in the related fields that do not mind giving us the answer!

We will leave it up to you to author yourself if you want,  or give us credit, either way is fine and certainly situational.

In an odd way, if we don’t know an answer it’s a learning experience for us for future reference and once again we are glad to help and gain the knowledge.

Most importantly, do not hesitate to ask us a question, we are here to help, and as mentioned above, have many years of experience as well as ample resources to tap on the shoulder … no question is too simple or too hard!

Have a Great “Reminding to Ask” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.