Creating a life you LOVE.
That’s our goal: to design a strategy that aligns with your lifestyle, values and dreams.
We understand the challenges families face today.
Navigating personal finance can be overwhelming. And it’s difficult to separate emotion and money.
Whether you’re at the accumulation stage, entering retirement or planning for loved ones, we design solutions to help you accrue assets, minimize tax liabilities and create legacy plans.
Our fee-based investment services encompass:
Retirement Planning
Debt Management
Education Savings Plans
Estate Planning
Asset Protection
Investment Planning
KHA financial advisors have a fiduciary duty to you. We will always act in your best interest.
Preparing for a financial conversation
When considering a relationship with a financial advisor, it's important that it's a "good fit".
We will discuss your goals and our philosophies.
If our personalities and investment strategies align, we will review your assets and investments to prepare a financial plan for your review.