JK Financial Planning, Inc. 94 Montclair Rd, Suite 102
Vernon Hills, IL 60061
Phone: 847-840-7496
Fax: 206-339-5887

With your life constantly evolving and change being a constant, it’s always a good idea to take stock of the events in your life. Each event brings unique opportunities.

Are you prepared to meet the financial challenges to meet these changes?

Are you working with an independent, objective, financial advisor who takes the time to understand your needs and goals?

Getting advice from the right advisor is critical to meet these opportunities, confident that your finances are in place.




Have you recently…

Started a new job or just left a job?
Become engaged or married?
Started a business?
Lost a spouse?
Received a raise or bonus?
Received an inheritance?


Are you…

  • Buying or selling a house?
  • Having a child?
  • Retiring soon?
  • Sending a child off to college?
  • Going through a divorce?
  • Interested in understanding your financial picture?


JK Financial Planning can help you by providing these services and more:

  • Comprehensive Financial Plans
  • Portfolio Analysis and Review – including 401(k) plans
  • Retirement Planning
  • Estate Planning
  • College Education Funding
  • Cash Flow and Debt Analysis
  • Financial Check-Ups/Second Opinions

We appreciate your interest in JK Financial Planning, Inc. and we look forward to planning for the transitions in your life. Please call Jeff at (847) 840-7496 or send an email if you would like to discuss the financial planning process or set up your complimentary Get Acquainted meeting.

© JK Financial Planning, Inc. Hourly As-Needed Financial Planning and Advice™