What We Do

LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans. We will coordinate your planning needs and collaborate with your entire advisory team.

Our goal is to bring compassion, care and knowledge to your financial life so you have the peace of mind to focus on the things that are most important to you.

Our combination of resources and expertise along with tailored approaches and personal, focused attention have earned us clients’ trust for over 40 years.

Our services include:

  • Comprehensive financial planning
  • Investment advisory services & management
  • Retirement, income and education planning
  • Income tax planning
  • Life insurance and estate planning
  • Risk management planning: long term care insurance, disability insurance and health insurance

LKJ Financial Managing Partner, Lindsey James and Founder, Lynne James

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