Broker Check

Investment Management

INVESTMENT MANAGEMENT



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.  

INVESTMENTS

  • Education IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Brokerage Accounts
  • Variable Annuities

FINANCIAL SERVICES

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

INSURANCE

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

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

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