Our Services

Our Services

Comprehensive Financial Solutions

Browse through the categories below to access detailed descriptions of our services. Our suite of services is designed with your financial well-being in mind. From confidential Financial Analysis, conducted by our government-accredited specialists, to comprehensive Financial Planning and Advisory, we ensure adherence to the highest ethical principles. Explore our range, from Pension Plans offering tax-free lifetime income to tailored Trusts and Credit Repair for substantial debts. Secure your legacy with us, supporting non-profits, universities, and ensuring your loved ones’ financial future.

Explore Our Services

Not sure where to start? Try entering keywords such as 'Retirement Account', 'Pension', or 'Tax Free Lifetime Income' for swift results.
1.
Financial Analysis
Conducted under the strictest professional confidentiality standards. It takes place between the interested party and our licensed specialist accredited by the United States government, characterized by adherence to the highest ethical principles of JK Financial of Texas, AGENCY.
2.
Financial Planning and Advisory
3.
Pension Plans
  1. Tax-free Lifetime Income
  2. Instant Benefit at the Moment
4.
Annuities
  1. Indexed
  2. Single Payment
  3. 403 B
  4. 457 B
5.
Consultation
  1. 401K
  2. IRA
  3. Roth IRA
  4. Mutual Funds
  5. 529 Plans
6.
Premium Deposit Account
Premium Deposit Account with a guaranteed interest rate determined at the time of deposit, automatically paid annually from this account, providing more opportunities to increase your capital.
7.
Inheritance Distribution over 10 to 30 years
8.
Mortgage Loan Cancellation (Mortgage)
9.
University Funds
10.
Legacies to non-profit institutions
  1. Churches
  2. Hospitals
  3. Care Centers
  4. Foundations for abused women and children
11.
Life Insurance
  1. Term
  2. Permanent
  3. Whole Life
  4. Universal
  5. Final Expenses
12.
Lifetime Benefits
  1. Disability
  2. Terminal Illness
  3. Chronic Illness
  4. Critical Illness
13.
Trusts
  1. Revocable Trust
  2. Irrevocable Trust
  3. Marital Trust
  4. Charitable Foundation
  5. Charitable Trust
  6. Irrevocable Life Insurance Trust (ILIT)
  7. IRA Trust
  8. Spendthrift Trust
14.
Credit Repair for Debts of $50,000 and Above