Retirement and Estate Planning

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

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 retirement planning services include:

Tax planning
Healthcare care
Income planning
Social security planning
Estate planning

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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