Broker Check

WealthVision

Individualized Plans Designed to Safeguard Your
Family's Wealth

Our personal partnership and individualized plans are designed with the goal of safeguarding your family’s wealth. Like having a personal trainer for your wealth, the alliance between KMH Financial and your family ensures that you will have a financial plan tailored to work toward your goals and needs throughout your life.
We will develop your financial plan*, manage your investments and monitor them constantly. We will meet with you quarterly, bi-yearly or yearly, based on your requirements.

The most complete way to manage your financial objectives.

Imagine consolidating all of your advisors—banker, accountant, investment broker, insurance agent, and estate planner—into one. Our highly specialized and comprehensive tool, WealthVisionSM, allows us to do just that. This integrated approach
to financial planning takes the burden off your shoulders so you can focus
on life.

Stay up to speed on your financial status no matter where you are.

Monitor your progress, track changes and instantly be updated at the push of a button. Our unique, comprehensive wealth management system keeps you in line with your goals by incorporating all your assets into one, easy-to-navigate location so you are looking at the big picture, not just individual pieces. We manage your wealth like
a small business, tracking cash flow, savings goals, investments, retirement plans, estate planning and risk management.


 

 

*Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor.   Member FINRA/SIPC