Services

Every future needs a plan.

Your Personal Financial Advisor

We understand that no two clients are alike. That is why we spend much of our time listening and asking questions. Once we fully understand your circumstances and aspirations we can create a comprehensive wealth management and financial plan.

WEALTH MANAGEMENT SERVICES

Wealth management services is a consultative process of meeting the needs and wants of our clients. KHWM acts as your personal financial advisor providing appropriate advice, services, and if needed coordinating a team of experts to address your more specialized needs.

WEALTH MANAGEMENT & FINANCIAL PLANNING

Wealth management services is a consultative process of helping you pursue your financial goals through careful investment advice and prudent risk management.

TRUST LENDING

Beneficiaries of a family home can save thousands of dollars in future taxes with a trust loan.

PRIVATE LENDING

Providing short-term loans (bridge or hard money loans) secured by real estate.

RETIREMENT PLANNING

A personalized retirement plan that allows you to retire on your own terms.

TAX PLANNING

We provide strategic tax planning advice for reducing taxes, charitable giving, gift planning, business succession, and other topics.

401k RECOMMENDATIONS

We specialize in creating well-diversified, low-cost portfolios that will help you meet your retirement needs.

ESTATE PLANNING

Our extended network of estate and tax attorneys navigate the complex maze of estate planning to ensure your wealth is preserved from one generation to the next.

WILLS, HEALTH PROXIES AND POWER OF ATTORNEY

An investment plan is not complete without designating a person to manage your affairs should you become incapacitated.

COLLEGE SAVINGS

We show you how to save for your children’s or grandchildren’s college education while potentially saving on taxes.