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Retirement and Estate Planning

Create a life you love

Create a life you love

A well-thought-out retirement plan will guide you in pursuing your long term financial goals. At KHA, we listen to your needs and create a holistic plan that includes: 

  • Identifying your retirement goals
  • Setting your time horizon
  • Determining your spending needs
  • Assessing your risk tolerance
  • Calculating your after-tax rate of return

Our retirement planning services include:

  • Tax planning
  • Healthcare care
  • Income planning
  • Social security planning
  • Estate planning

To ensure that the needs of your dependents are taken care of in accordance with your desires, we offer the following estate planning service and recommend that you also work with an estate planning attorney.

Our estate planning services include:

  • Helping you understand the importance of a will
  • Creating Powers of Attorney (POA)
  • Protecting your estate
  • Choosing executors
  • Protecting your assets
  • Designating beneficiaries
  • Distributing your assets

Would you like to know more about retirement and estate planning? Let us know.

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