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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