Kurt Jackson

About Kurt Jackson

Worried the IRS will take a third or more of your retirement?Dreaming of a tax-free, worry-free lifestyle where you can travel, enjoy family, and give generously. without tax anxiety?I\'ve watched too many successful professionals discover too late their \'traditional\' retirement plan was actually an IOU to the IRS. That\'s why I created a different approach.As a Retirement Lifestyle Planner. really more of a Retirement Lifestyle Architect, I don\'t just manage your money. I design your ideal retirement. Unlike traditional advisors who focus on generic asset allocation, I help affluent pre-retirees eliminate retirement tax traps while preserving their dream lifestyle.We build retirement plans with- The Right Amount of Protected Lifetime Income- Increase your Retirement Income up to 40% or more- Zero out-of-pocket costs on Roth Conversions- Principal protection. never lose your initial investment- Market upside, downside protection- Optimization or Elimination of RMD tax triggers- Maximum lifestyle enjoyment- Tax-efficient wealth transfer to heirsHundreds of affluent professionals have secured their ideal retirement, with permission to spend their income and eliminated tax surprises using this approach. They now enjoy the freedom to live, give, and leave a legacy. on their terms.Ready to see how you can keep more of your retirement money and live your ideal lifestyle?Schedule your complimentary Retirement Lifestyle Discovery Session and uncover your potential to Retire Tax Savvy and Live Abundantly by clicking the Discovery Session button above in my profile.

Experience

1. Founder & Retirement Lifestyle Strategist at Kj Financial

   Kj Financial

   Apr 2010 — Present · Maryville, MO, US

   I lead a specialized practice exclusively serving successful professionals and executives transitioning to or optimizing their retirement years. Our clients typically have built significant wealth ($1M-$10M+ investable assets) but recognize that meaningful retirement requires more than just financial resources.Key Focus Areas- Developing personalized Retirement Certainty Frameworks that provide guaranteed income for essential needs while optimizing growth potential- Creating purpose-driven transition strategies for executives and business owners moving from career achievement to retirement significance- Designing tax-optimized income distribution approaches that sustain lifestyle while maximizing legacy potential- Facilitating Retirement Identity Workshops helping high-achievers redefine purpose beyond their professional identitiesClient Results- Enabled a former CEO to develop a fulfilling \"portfolio life\" balancing board service, philanthropy, and family legacy projects- Helped a successful physician couple restructure their retirement income to provide certainty on essential expenses while creating greater capacity for their passion for international travel- Designed a strategic business exit for a business owner that optimized both financial outcomes and post-sale fulfillment

Education

• Northwest Missouri State University

  B.S.

  1984 — 1988

Skills

• Leadership
• Employee Benefits
• Retirement Income
• Financial Planning
• Social Security Planning
• Asset Protection
• Customer Service
• Retirement Savings
• Retirement Income Planning
• Fixed Indexed Annuities
• Strategic Planning
• Long Term Care
• Tax Reduction
• Insurance Planning
• Long-Term Care
• Marketing
• Estate Planning
• Wealth Management
• Legacy Planning
• Succession Planning
• Social Security Income Maximization
• Sales
• Financial Planners
• Financial Services
• Retirement
• Strategic Financial Planning
• Finance
• Tax-Advantaged Retirement Income
• Avoid Market Losses
• Fixed Annuities
• Indexed Universal Life Insurance
• Retirement Planning
• Tax-Free Retirement
• Annuities
• Wealth
• Asset Management
• Insurance
• Debt Elimination
• Social Security Maximization
• Credit