The Financial Knowledge Institute is a nationwide 501(c)3 non-profit educational organization that specializes in on-site workshops on personal financial topics. The speakers are members of your community that are donating their time to share their passion of creating financial literacy.

Financial Knowledge Institute
111 N. Market Street, Suite 825
San Jose, CA  95113
Phone: 866-734-8465

SJPD

The Financial Knowledge Institute is offering private, complimentary consultations to SJPD Officers, Reservists, Staff and Families for any/all of the following categories:

Financial Planning: Knowing what financial resources you have and where they are, is only a part of the process. Knowing HOW to protect what you have and how to use your resources is critical. Schedule your complimentary private consultation today to discuss your personal finances, and you will be given a “second opinion” on your current plan, or guidance on how to start planning for today, as well as your future.

Estate Planning: Estate planning is not just for the wealthy! It is imperative to protect your heirs from the lengthy and costly probate process. At your complimentary private consultation, you will meet with an experienced Estate Planning Attorney to create and/or update your family’s estate plan, including revocable trusts, health care directives and other key documents.

Real Estate: When financial times are difficult, some feel that selling their home is the first step needed to make ends meet, which is not always the case. During your complimentary, private consultation, you will meet with an experienced Mortgage Banker, and/or Realtor who will assess your options, see if it is a good time to re-finance, sell or even purchase a new home.

The Financial Knowledge Institute is a nationwide 501c3 non-profit organization comprised of financial professionals donating their time to helping improve the financial well-being of the community, and is proud to offer it’s services to the San Jose Police Department Officers and Staff during this difficult time. Our financial professionals can work cohesively to help you improve your financial well-being at your request. Your consultation is complimentary.

Thank you to your service to our community!

To schedule an appointment or for more information,
please call: 866-734-8465