Broker Check

Investment Management

Our focus is you

Our focus is you

At KHA, we take a holistic approach to investment management to design an investment strategy that aligns with your life style, values and dreams.  

Our investment management services encompass financial planning, education planning, business planning, retirement planning and family risk management.  

Services include:

Investments*

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401 (k) Planning*
  • College Plans*
  • Estate Plans
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

*These services are offered by Kathryn Humecki through her affiliation with Avantax Wealth managementSM

Would you like to know more about investment management process? Let us know.

Thank you!
Oops!