About Us

Paul Beers
Simultaneously, we also work with parents in discussing the financial side of the process, which includes the best plan to cover the cost of college. This ensures that students have a varied, but appropriate list of colleges, at a price-point that makes sense for the family’s budget. Additionally, we assist families with the financial aid process and provide tools to invest wisely for maximum efficiency.
KJM Financial is led by Paul Beers, who began his financial career in 1988 and spent many years working with individuals and companies on investments, retirement planning, and college planning. As the prices of colleges escalated, he discovered that families needed assistance with all aspects of the college planning process.
Paul lives in New Jersey with his wife, Dee. They have three children who are all married, and 5 beautiful grandchildren.
Additionally, the KJM Service Team plays a critical role in keeping families on track during the college journey. Not only do we monitor deadlines to ensure the timely submission of documents, we also continuously convey time-sensitive and important information since communication is paramount. Our knowledgeable staff works together to create a smooth and efficient process and is available to answer your questions and concerns. Feel free to reach out to us via email or phone!
Referrals:
We are proud of the relationships that we develop while working with our clients and want to assist more families navigate the challenging college planning process. We appreciate referrals and will provide a $50 gift card to anyone who refers a potential family. The referred family only needs to have a no-cost, one-on-one consultation with us!