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About Us

Who We Are

We take pride in having a highly committed and dedicated team focused on providing the most accurate information to our clients. At JK Financial of Texas, Agency, our priority is to empower all RETIREMENT and PROTECTION specialists to become top designers of tax-free retirement accounts in the financial industry. Through financial analysis, we provide the client with the most precise calculation according to their needs when receiving income from their pension during retirement. Working hand in hand with our clients is paramount to us. It brings us satisfaction to be directly involved in the design and creation of each financial solution. Every person is unique, like a fingerprint, so each financial product is exclusive and personalized.

CEO's Message

My name is Lizbeth Rosario, I am Puerto Rican, and I have been living in Dallas, Texas, for the last 12 years. I came to the Dallas-Fort Worth metropolitan area to work with one of the most important banks in the United States. I quickly noticed the vibrant Latino community, meeting many hardworking individuals, business owners, men, and women filled with dreams. However, I realized that in banks, they were not being given the value they deserved for their effort and dedication, and there were no equitable financial products for certain groups in my community. It was then that the opportunity arose to establish my own agency, and thus, JK Financial of Texas, Agency, was born in the city of Irving, Texas, on July 3, 2019. We have specialized as a company in helping design and customize tax-free retirement accounts for our Latino community.

Our History

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Our Team

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Our Focus

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Our Clients

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Our History

JK Financial of Texas, Agency, has been dedicated since its inception to meeting the needs of the Hispanic market by exclusively designing Tax-Free Retirement accounts in collaboration with National Life Groups, one of the most important companies in the United States, established in 1848, Montpelier , Vermont.
Since its founding in July 2019, JK Financial of Texas Agency is proud to offer high-quality financial solutions tailored to the specific demands of our diverse Latino community. Each retirement design is as unique as a fingerprint, we consider ourselves architects of the financial future of each of our clients.
“We work tirelessly to build a solid path to financial security and success for our Latino community in the United States.”

Our Team

We take pride in having a highly committed team to provide the most accurate information to our clients. At JK Financial of Texas, Agency, our priority is to empower all Retirement and Protection Specialists to become the leading designers of retirement accounts in the financial industry. Through thorough financial analysis, we deliver to the client the most precise calculations possible according to their needs when receiving their retirement pension. Working hand in hand with our clients is crucial to us. It brings us satisfaction to be directly involved in the design and creation of each financial solution. Every person is unique, like a fingerprint, so each financial product is exclusive and personalized.

Our Focus

We are the

Architects of Your Financial Future

At JK Financial of Texas, Agency, we excel as leaders in the financial industry. We thoroughly assess our clients’ needs to provide them with a design that perfectly fits their requirements. Additionally, we offer guidance, advice, and constant support to ensure they get the best benefits. In collaboration with National Life Groups, the leading insurance company in the industry, at JK Financial of Texas, Agency, we strive to provide exceptional solutions that reflect our commitment to excellence and customer satisfaction. We are your trusted partner in building a solid and successful financial future.
Account Designers

Best TAX-FREE WITHDRAWAL Account Designers

JK Financial of Texas, Agency, has gained recognition for its preference in the Hispanic Market due to its consistent commitment and dedication. Our qualified designers are always ready and trained to address and guide our clients in all their financial needs.

Our Approach

Our main focus is to provide comprehensive financial education to our clients, enabling them to retire with dignity and have a lifetime income upon reaching retirement. This approach aims to offer them peace of mind, security, and tranquility for the future. Through a precise and straightforward financial analysis, we guide our clients on the necessary steps to achieve a successful retirement.

Mission & Vision

Mission

We are dedicated to providing the essential tools for our community to prepare for retirement, face economic emergencies, and manage their finances with mental clarity and acquired knowledge. We recognize the high demand and need for financial education in our community, so our purpose is to bring this education to as many people as possible.

Vision

In the next 10 years, we aspire to have spread these essential financial principles to the maximum number of households in the United States. Through the tool of education, we teach the money formula, involving increasing capital, getting out of debt, starting an emergency fund, building long-term asset accumulation, providing adequate protection to families, and preserving heritage for future generations. We aim to leave a legacy in our communities and, above all, ensure a dignified retirement for everyone. We firmly believe in Financial Synergy, which involves increasing capital through action. We use a simple and time-tested formula in which financial products interact together to achieve the creation of a unique and exclusive design for each client.

Our Clients

The majority of our clients are entrepreneurs, contractors, construction workers, and individuals in the restaurant industry. A significant number of them contribute monthly to their retirement using an ITIN.

Our Collaboration with Latino Entrepreneurs

At JK Financial of Texas, Agency, we have been collaborating closely with Latino entrepreneurs for over a decade in crafting their tax-free retirement accounts.
Architects of Your Financial Future
  • contacto@jkfinancialoftexas.com
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