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:
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.
Lease or buy? How much home can I afford? Should I pay off debt or invest?
A variety of calculators exist to help plan not only for retirement but also to weigh the benefits of Roth and pre-tax contributions.
Understanding your personal cash flow situation is critical in the financial planning process.
Interested in establishing a donor advised fund or a family legacy gifting plan?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."