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Personalized Financial Services

Your choice for Financial Services

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Our Process

Our Process

We have created a caring environment where you can feel comfortable knowing that your finances are managed by a group you can trust.

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Our History

Our History

At KJP Wealth Management, you'll receive straight forward advice from a knowledgeable professional.

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Our Values

Our Values

As a small independent firm, we are in touch with our clients often and deliver personalized care. 

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Welcome!

Welcome!

Are you planning or in the midst of a life transition? Would you like to have a plan to pursue your personal/financial goals that is customized to you?

I would love to help you create one. Together we will develop a clear way forward that addresses your unique needs and concerns.

Take a look at the information on my website and contact me to get started. I am here to listen to your concerns.

Sincerely, 
Tina

Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Key Financial Data Card

Key Financial Data Card

Get a quick look at key financial data for 2024.

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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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