KMH Financial Services
Your choice for Financial Services
Our passion is serving individuals and families through extensive Financial Planning to help them reach their goals at all stages of their lives.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
"An investment in knowledge pays the best interest."
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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.