Kurt Jackson

Kurt Jackson is a Retirement Lifestyle Planner with more than 30 years in the financial field. Spent almost 20 years as a Certified Mortgage Planner where he was able to experience the financial lives of more than 1,000 clients. Which allowed him to see what things people did to be financially successful and what people did that made them less financially successful.

The last 12 plus years have been spent in the Retirement Planning space where his focus has been on helping people correct the mistakes almost everybody makes when following traditional retirement planning advice in saving for and creating income in retirement.

His focus with clients is on uncover their needs and wants from retirement then utilizing safer and more efficient financial strategies to achieve those goals with the most certainty and least amount of risk.

Kurt can be reached via email at Kurt@KJFinancialOnline.com or his direct line is 816.582.5532.


  • Retirement Lifestyle Planner
  • Life & Health Licensed
  • Annuity Licensed
  • Long Term Care Licensed


  • Retirement Planning
  • Estate Planning
  • Tax Strategies
  • Annuities
  • Life Insurance
  • Long Term Care

Kurt Jackson

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