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 wealth management goals through careful advice and prudent risk management.
RETIREMENT PLANNING
A personalized retirement plan that allows you to retire on your own terms.
COLLEGE SAVINGS
We show you how to save for your children’s or grandchildren’s college education while potentially saving on taxes.
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.
TAX PLANNING
We provide strategic tax planning advice for reducing taxes, charitable giving, gift planning, business succession, and other topics.
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.
Safeguarding your wealth so you can enjoy life and provide for future generations