Building Customized Holistic Plans that Fit Your Financial Goals
About US
About Us
Mission Statement
J & K Investment Group LLC empowers entrepreneurs and individuals by delivering tailored financial consulting and planning services, designed to help each client achieve their unique financial goals.
Meet the Manager
Hilus
Hilus is deeply passionate about providing individuals and business owners with strategies to achieve their financial goals. With six years of service in the Marine Corps Reserve and over a decade of experience in banking and investment, Hilus holds a Finance degree from Purdue University Global. His postsecondary education, combined with his extensive knowledge of the financial industry, has enabled him to pursue his second passion as a real estate investor.
Our Services
Budget Planning
Eliminate the stress of bill payments by allowing us to assist you in developing strategies to manage debt and reinvest your disposable income effectively.
Retirement Planning
Estimating the income needed for retirement can indeed be challenging. Let us help you determine achievable retirement timeframes by providing thorough analysis and research. This will enable you to make informed decisions when planning for your retirement.
Investment Planning
We can help you maximize your investment strategies by aligning them with your risk tolerance and financial objectives. Whether you are a conservative or an aggressive investor, we tailor investment strategies to optimize diversification.
Insurance Planning
Everyone needs insurance, whether it’s for business, home, auto, health, etc. Selecting the proper coverage and riders depends on your stage of life. Let us provide an analysis of your current or potential insurance coverage to ensure you’re protected against unexpected life situations.
Tax Planning
We enhance our clients’ financial strategies by identifying opportunities to harvest tax losses, utilizing retirement and education accounts, and implementing tax-aware withdrawal strategies to create a more comprehensive financial plan.
Business Consulting
We specialize in small business consulting. Whether you're an individual looking to reduce expenses or an existing/start-up business looking to increase cash flow. We can provide creative solutions to increase your customers base and company profitability. No company is the same, finding the right solution for your business is our primary goal.
Welcome!
Are you positioned to save money or increase your business cash flow? Lets discuss strategies. Book your consultation today!