Personal Attention, Comprehensive Analysis,
and a Strategic Approach
KMH Financial Services, LLC is an investment and private planning firm which was founded to provide extensive private planning services to families, executives and business owners and to deliver sophisticated, institutional-grade investment guidance to clients throughout the United States.
KMH educates and guides clients on the construction and maintenance of a well-diversified portfolio tailored to work toward their unique needs from a personal, family, and business perspective. This thorough approach considers each client’s financial circumstances, budgets, tax considerations, risk tolerance, and family goals, while providing in-depth capital market analysis. By combining private planning with a disciplined, investment approach, this model provides the personal attention of an exclusive investment boutique powered by the resources of LPL Financial, the nation's largest independent broker dealers based on revenue as reported by Financial Planning Magazine, 1996-2018.
KMH provides planning services using WealthVision, a powerful planning tool which consolidates financial and estate planning in one secure location.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
An increasing number have been developed to help individuals with their personal finances.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding how a stock works is key to understanding your investments.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how to set up your financial goals for success? This knight does.