JK Financial Expands Holistic Life, Health and Wealth Services
Integrity announced JK Financial has joined Integrity. A respected wealth management firm based in Columbia, Missouri, JK Financial is led by Jeff and Kim Kaufman. Financial details of the partnership were not disclosed.
JK Financial has provided financial services and retirement planning to seniors throughout the Midwest since 1999. Working with Integrity partner and health insurance leader McNerney Management Group, JK Financial has refined a beneficial cross referral process offering clients end-to-end service that comprehensively supports their wellbeing across life, health and wealth.
“I’m thrilled to welcome JK Financial, a partner whose vision and values align perfectly with ours,” said Bryan W. Adams, Co-Founder and CEO of Integrity. “The JK Financial team embodies Integrity’s commitment to holistic protection and planning — and their symbiotic relationship with McNerney Management Group is a perfect example of how the right partners can elevate the level of care for clients across the board. By joining forces with Integrity, JK Financial’s advisors gain access to cutting-edge platforms that help them prioritize client needs while simplifying processes. They also receive marketing support, as well as digital security and compliance resources that promote sustainable success. We’re honored that JK Financial has chosen to join us in our mission and we look forward to working together to help many more American families prepare for the good days ahead.”
Co-Founder Jeff Kaufman infuses his business process and investment planning expertise with the strong work ethic, goal-driven passion and sincerity he learned growing up in a small Iowa farming town. With a service‑first mindset informed by her years as a cardiology nurse, Co‑Founder Kim Kaufman leads the firm’s day‑to‑day operations and guides its high‑touch client experience.