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.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Learn a little about worldwide currency in this fun infographic
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women must be ready to spend, on average, more years in retirement than men.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.