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LKJ Financial can help you put together a comprehensive financial plan, assist in overseeing your financial health or act as a sounding board for investments you manage on your own.

For yourself
Retirement and non-retirement investments, life insurance and other financial planning tools

For companies
Company and employer-sponsored retirement plans – Roth & traditional 401(k) and IRA, SIMPLE IRA or SEP IRA

For educators
Texas Teacher Retirement System – 403(b) or IRA

For non-profit organizations
Retirement planning for non-profit organizations – 403(b) or IRA

For College / Higher Education
Education savings planning – Section 529