Broker Check

Webster City Office

522 Second Street
Webster City, IA 50595

What We Do

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 *

  • 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

Comprehensive Financial Planning *

  • 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/Cash-Flow Analysis
  • Asset Allocation
  • Portfolio Re-balancing/Performance
  • Tax and Cost Basis Reporting

401k Advisory Services *

  • Development of an Investment Policy Statement
  • Comprehensive Portfolio Construction
  • Investment Monitoring and Due Diligence Process
  • Employee Education
  • Annual Plan Review
  • Facilitation of Request for Proposal Process
  • Provider Proposal Analysis
  • Coordination with other Professionals

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