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Working Together

At KHI Financial Solutions, our approach is practical and effective because we focus on your needs, not just the numbers.  Whether you are someone who has never talked to a financial planner or if you have already taken a proactive approach to creating a solid financial future, we can provide you the services you need, when you need them.

 

     


Investment

Management


     


Comprehensive

Financial Planning


     


  • Review Goals and Objectives
  • Risk Tolerance Analysis
  • Investment Policy Statement
  • Net-Worth Analysis
  • Cash-Flow Analysis
  • Asset Allocation
  • Portfolio Re-balancing
  • Portfolio Performance
  • Tax and Cost Basis Reporting
     
  • Financial Position Analysis
  • Retirement Need Analysis
  • Distribution Strategies
  • Education Funding Strategies
  • Tax Planning Strategies
  • Protection Planning
  • Estate Planning Strategies

  • Review Goals and Objectives
  • Risk Tolerance Analysis
  • Investment Policy Statement
  • Net-Worth Analysis
  • Cash-Flow Analysis
  • Asset Allocation
  • Portfolio Re-balancing
  • Portfolio Performance
  • Tax and Cost Basis Reporting
     

Additional Services*

  • Financial Plan Development
  • Financial Plan Updates

*Additional services available for
an hourly consulting or fixed fee.

 

     

Additional Services*

  • Financial Plan Updates
  • Ala Carte Consulting
  • 401(k) Consulting
*Additional services available for
an hourly consulting or fixed fee.