Financial Services

We have been customizing solutions involving family protection, wealth creation, estate tax liquidity and gifting leverage for almost 80 years. We work with you, your family and your personal advisors to establish a personal financial plan unique to your wishes and needs.



  1. Life Insurance
  2. Estate Planning
  3. Continuity
  4. M Financial

Life Insurance for the Affluent Marketplace

  • Our experience, dating back to 1934, allows us to serve the needs of affluent individuals, corporate executives and successful entrepreneurs
  •  “Off-the-shelf” life insurance products often do not meet the needs of this group
  • Our independent structure, along with access to specially designed proprietary product, enable us to develop innovative solutions to your specific needs

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

 

Estate, Wealth and Transfer Planning

  • Proper estate planning better supports the current and future financial possibilities for you and your family
  • We are committed to working with you and your family to help determine your long term goals, allowing you to transfer your wealth according to your wishes
  • We will develop a gifting plan which will allow you to strategically reduce the size of your taxable estate
  • We offer creative solutions aimed to achieve your charitable planning goals without interrupting your family’s long term goals

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

 

Business Continuity

  • We develop a plan for your business continuation in the event of an unexpected incident or catastrophe
  • We enable business owners to affordably acquire other ownership interests and help preserve the financial security of a deceased owner’s family
  • We work with you and your professional advisors to bring certainty to the future of your business

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

 

M Financial Group

  • As one of 140 Member Firms, we are proud to be a part of M Financial Group, one of the nation’s leading financial services design and distribution companies
  • Collectively, M Member firms are among the most experienced and largest buyers of insurance and financial products in the nation, creating an unmatched level of expertise and purchasing power
  • M Financial Group has strategic alliances with a select group of major insurance companies
  • These carrier relationships have allowed the development of the most innovative products to meet the needs of ultra-affluent individuals and corporate clients
  • With a strong focus on the long term attributes of life insurance, M Financial’s commitment to in-force management is a powerful differentiating characteristic

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To Learn More about The Culture of M, click the text: Interview with Fred Jonske, President and CEO of MFinancial

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.

A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

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