Contact KJ Financial
The fastest way to reach me is to book a call. Pick a time that works and we’ll talk about your retirement income, no pitch, no pressure.
Talk to Kurt directly
Reach Kurt H. Jackson
KJ Financial
Kurt H. Jackson, Retirement Lifestyle Architect
Phone: 816.582.5532
Email: kurt@kjfinancialonline.com
Location: Maryville, Missouri
Who I Work With
KJ Financial helps retirees and pre-retirees build guaranteed retirement income. Kurt H. Jackson is Life and Health Insurance licensed in Missouri, Nebraska, Kansas, Iowa and Florida, and works with clients throughout those states.
What Happens on the Call
- We look at what you actually plan to spend in retirement.
- We work out what your guaranteed income, Social Security, any pension, already covers.
- We identify the gap between the two, because that gap is what decides everything.
- You leave with a clear picture, whether or not we ever work together.
Frequently Asked Questions
How do I contact KJ Financial?
Call Kurt H. Jackson directly at 816.582.5532, email kurt@kjfinancialonline.com, or book a free Retirement Income Blueprint Call online.
Is the first call free?
Yes. The Retirement Income Blueprint Call is free and there is no obligation.
Which states does KJ Financial serve?
Kurt H. Jackson is Life and Health Insurance licensed in Missouri, Nebraska, Kansas, Iowa and Florida.
Does KJ Financial manage investments?
No. KJ Financial focuses exclusively on insurance-based, tax-optimized retirement income strategies. Kurt H. Jackson is not a securities broker, registered investment advisor, or CPA, and does not sell securities or manage investment portfolios.
Kurt H. Jackson is Life and Health Insurance Licensed in MO, NE, KS, IA, and FL, and is not a securities broker, registered investment advisor, or CPA. Nothing on this page constitutes personalized tax, legal, or investment advice.
Experience: Since founding KJ Financial in 2010, Kurt H. Jackson has worked with retirees and pre-retirees across Missouri, Nebraska, Kansas, Iowa, and Florida who discovered that the retirement plan they had built around a fixed withdrawal rule was far more fragile than they realized. He has worked directly with clients coming out of the 2008 crash, and with clients who retired into the 2020 COVID drop and the inflation spike of 2021 to 2023, and he has seen firsthand what sequence of returns risk does to a withdrawal-only strategy versus a Lifestyle-First plan with a guaranteed income floor. Before founding KJ Financial, he spent 20 years as a Certified Mortgage Planner working with more than 1,000 clients on major financial commitments, giving him deep insight into how financial decisions compound over time.
Expertise: Kurt is a Retirement Lifestyle Architect and the creator of the Lifestyle-First Retirement Income Planning framework. He builds guaranteed lifetime income, which he calls Protected Lifetime Income (PLI), under both his clients’ essentials and their non-negotiables, the adventures, the experiences and the memories with those they care about. With that income floor in place, the rest of their money no longer has to pay the bills, which means it doesn’t have to be sold in a down market. He is Life and Health Insurance Licensed in MO, NE, KS, IA, and FL. His practice focuses exclusively on insurance-based, tax-optimized retirement income strategies. He does not manage investments or sell securities.
Authoritativeness: Kurt founded KJ Financial and operates MaxMyRetirementIncome.com as a dedicated educational resource for retirees. His work is grounded in peer-reviewed and independently published research, cited directly on each page. He applies that research to the practical income planning decisions retirees face every day in the states he serves.
Trustworthiness: KJ Financial is a compliance-first firm. All figures and research citations on this page are sourced from publicly available, independently published studies and are linked directly in the content. Kurt is paid by commission from the insurance company that issues the policy. Kurt H. Jackson is not a securities broker, registered investment advisor, or CPA. Guarantees rely on the claims-paying ability of the issuing insurance company.
Contact KJ Financial:
1014 E. 5th St., Maryville, MO 64468
Direct: 816.582.5532
Email: kurt@kjfinancialonline.com
Website: www.MaxMyRetirementIncome.com
Members of the media: Kurt is available for comment on retirement income, Social Security timing, taxes in retirement, and long-term care. See the publications that have quoted him on the In the Media page.