A Recipe for Success

As an industry leader and Co-Founder of JK Financial, Jeff Kaufman has built a career centered on serving others. Whether guiding clients, mentoring colleagues or giving back to his community alongside his wife and business partner, Kim, Jeff has always believed that meaningful success comes from helping people reach their potential.   That same philosophy..

Zig Ziglar said, “You can have everything in life you want, if you will just help enough other people get what they want.” For Kim Kaufman, Co-Founder of JK Financial, those words are more than a favorite quote. They’re the foundation of how she leads, serves and gives back. Whether she’s helping advisors grow, supporting..

When David Burns, Co-Founder and President of Retirement Health Solutions, found himself feeling stuck despite years of business success, he decided to take on a challenge that would push him far beyond his comfort zone: an Ironman. What started as a personal goal became a powerful reminder that growth doesn’t happen when things are easy…