To overcome the challenges created by changing tax laws, regulatory environment and economic and financial conditions, we combine the most sophisticated planning techniques with an unrivaled portfolio of carriers and insurance products. We have relationships with dozens of skilled professionals including legal, accounting and financial firms that can help sort through the requirements you must meet and help you qualify for benefits while protecting your assets and your legacy.
Junkin & Co. is a firm of independent advisors who believe our clients’ aspirations come first. Our practice is designed around tailored service and a driving desire to make a difference in the lives of those we work with. We use strategies that are best suited for your family’s unique needs. Misinformation can have a heavy impact on your well-being as well as your pocketbook.
To overcome the challenges created by changing tax laws, regulatory environment and economic and financial conditions, we combine the most sophisticated planning techniques with an unrivaled portfolio of carriers and insurance products. We have dozens of skilled professionals under our umbrella that navigate law, accounting, property and casualty, and financial services. Our team can help sort through the requirements you must meet and help you qualify for benefits while protecting your assets and your legacy.
There is no denying it – we live in a very complex world and as our lives have grown more complicated, so have our laws. We at Junkin & Co. still base our business practices on very simple, old-fashioned standards and morals. We treat all our clients with respect while we work as hard as we can to achieve our client’s planning goals, and we value honesty and integrity. Our motto is “promises made, promises kept”.
Our clients range from individuals with very modest estates, who want simple wills, to multimillionaires and family-owned businesses with complex needs. We are proud to have helped thousands of people through hard times and difficult problems. It is very gratifying when we can help clients achieve success well beyond their goals. We have successfully enabled many people to avoid the hassles and costs of probate, reduce or eliminate excessive taxes, protect their estate from creditors and in-laws, preserve their assets, and protect their life savings from catastrophic nursing home costs.
As a “small business”, we provide a high level of personal attention. We understand that many people are hesitant to consult with planners for a variety of reasons. Some folks are made to feel inadequate, or they are concerned about being taken advantage of based on a prior experience. We do our best to make people feel comfortable, and we pledge to treat every client fairly, respectfully, and honestly, the same way we would treat our own mothers and fathers.
We will understand your concerns and explain our options verbally and in writing. If you have questions or remain uncertain about our explanations, please let us know. We want you to be an informed consumer when it comes to planning issues. An annual review will be conducted to keep you aware of current situations, or make recommendations to your original plan, if needed, to meet unforeseeable circumstances and provide education throughout the course of our relationship as it relates to your planning issues.
Over the course of many years, we have received a variety of professional awards and honors, of which we are truly grateful. However, there is no honor more valuable than that of having a client tell us how much they appreciated our compassion, our honesty, our integrity, our attention to detail, and our complete professionalism at all levels.
Why should I work with Junkin & Co.?
At Junkin & Co., we help protect your assets, preserve your wealth, and build a legacy for generations to come. We have assembled an experienced team of legal, tax, and insurance professionals necessary to help you surpass your goals.
We help proactively protect you from many risks you did not even know you were exposed to, so you can stay busy enjoying the wealth you have worked so hard to build.
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