JVK Life & Wealth Advisory Group

"Custom Designed Financial Independence"




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Welcome to JVK

Established in 2000, JVK Life & Wealth Advisory Group is a firm committed to serving the needs of families and individuals seeking independent, objective, unbiased financial planning advice. Generally, our clients are looking to reorganize their investments, retirement plans, and taxes so when they exit their business or retire, it is on their terms.

Our firm's goal is simple - to improve the financial health and lives of our clients by delivering personal and custom designed financial independence. We believe that investment portfolios must have a disciplined asset allocation strategy, tax efficiency and be planned out together with family and estate needs in mind.

 Retirement Planning
 Investment Planning

 Tax Planning

 Debt Management

 Retirement Income Planning

 Estate Planning

 Business Succession / Exit Planning


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