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Our Firm

Having worked hard for your assets, do you feel ready to start planning for the future of those around you and seek the advice and guidance from a professional you can trust? At KHI Financial Solutions, these are the people that turn to us. Our mission is to provide a high-level of concierge service to individuals and business owners, implementing financial strategies and helping them make sound decisions for themselves and their employees.

We like to tell our clients that we’re in a relationship business, rather than a transactional one. In today’s world of investing, it has become increasingly popular for financial professionals to push products, serve as many clients as possible, and stop communication once a sale has been made. This is not how our firm operates. Instead, we get to know our clients before we even start talking about investments. We make the effort to understand your past, present, and future and work with you to develop strategies that are tailored to your unique situation.

If you’re ready for a new type of relationship with an advisor, you can contact us today.