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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A four-step framework for building a personal legacy.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Are you ready for retirement? Here are five words you should consider.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.