Ready to Take the Next Step?
Contact us today to learn how we can help secure your financial future. Whether you're seeking investment management or comprehensive financial planning, our team is ready to assist you.
Our Process
What to Expect
01.
Initial Consultation
We kick it off with a no-obligation consultation to understand your financial objectives and initial needs.
02.
Financial Analysis
Our comprehensive review of your current financial situation helps us identify strengths and areas to improve.
03.
Strategy Planning
We create a tailored financial plan with actionable steps to achieve your short-term and long-term goals.
04.
Implementation
Once the financial plan is set, we assist in the seamless implementation of each strategic element involved.
05.
Ongoing Monitoring
We continually monitor your portfolio and financial standing, adapting the strategy as conditions shift.
06.
Periodic Reviews
Scheduled reviews ensure that you're on track to achieve your financial goals and make any necessary adjustments.
Our Suite of Services
Our financial advisory services encompass expert financial planning, tailored investment and retirement strategies, and comprehensive wills and trusts guidance to secure your financial future.
Investment Management
Experience discretionary investment management that aligns with your unique financial goals, leveraging a value-oriented total return approach.
Investment Approach
Fiduciary Financial Planning
Benefit from comprehensive financial planning services offered through KJLK Financial Advisors LLC, where your best interest is our only interest.
Retirement Planning
Explore our Tailored Services to ensure that you can maintain liquidity while saving for the future. Whether it be 5, 10, or 20+ years ahead, we plan with you to secure the financial future you imagine.
A Dual-Analysis Framework for Success
Our investment strategy integrates top-down global macro-economic analysis with bottom-up fundamental analysis, catering to a diverse range of asset classes. Tailored to meet individual objectives, our approach is designed to optimize portfolio performance and mitigate risks
Why Choose Us?
Expertise You Can Trust
With the founders previously managing $400 million in AUM and a proven track record of generating substantial returns, our expertise is your asset.
Client Centric Services
We cater to a broad clientele, including individuals, institutions, and high net worth individuals, providing tailored solutions to meet diverse financial needs.
Transparent Fee Structure
Our advisory and planning services come with a clear, tiered fee structure, ensuring you receive value-driven, transparent financial guidance.
Our Story
Founded in 2022 by finance veteran Joseph R. LaTurner, KJLK & Co. LLC was born out of a passion for empowering clients through meticulous, value-driven investment strategies. Our mission is to navigate the complexities of the financial markets to secure your financial future, focusing on personalized investment management and fiduciary financial planning.
Partners
