About Kurt Jackson

With over three decades of experience guiding clients toward financial confidence, Kurt Jackson isn't your typical financial advisor.

As the founder of KJ Financial, Kurt recognized early in his career that traditional retirement planning—with its singular focus on investment returns and withdrawal rates—was leaving critical gaps in clients' financial futures.

This insight led him to pioneer a more comprehensive approach called Retirement Lifestyle Planning, which integrates tax efficiency, healthcare considerations, legacy goals, and lifestyle aspirations into a cohesive strategy.

Life Insurance Licensed across Missouri, Nebraska, Kansas, Iowa, Minnesota, and Florida, Kurt specializes in identifying hidden opportunities that others miss—whether that's strategic tax planning that saves clients six figures over their retirement years or innovative legacy planning strategies made possible by recent legislation.

Kurt's approach is refreshingly straightforward: he believes your money should work in service of the life you want to live, not the other way around. When not helping clients transform their retirement vision, Kurt can be found sharing valuable insights through this blog and developing the tax planning arm of his practice—always with an unwavering commitment to helping clients achieve what he calls "Purposeful Prosperity."