Retirement Lifestyle Architect at KJ Financial | Life & Health Insurance Licensed (MO, NE, KS, IA, FL) | 16+ years with retirees, 20 years as a mortgage originator | Roth conversions, Social Security timing, IRMAA, guaranteed retirement income
I help people who are close to retirement, or already in it, turn a portion of their retirement savings into a paycheck they cannot outlive. Before this, I spent twenty years as a mortgage originator, across the table from more than a thousand families at the biggest financial decisions of their lives. I got to watch what happened to those families afterward. That is where the contrarian streak comes from. I saw the advice people were given, and I saw where it left them. I am Life and Health Insurance licensed in Missouri, Nebraska, Kansas, Iowa and Florida. I do not manage investments and I do not sell securities. My practice is built entirely around insurance-based, tax-optimized retirement income: guaranteed lifetime income design, Roth conversion timing, Social Security claiming, ...
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