At KHC Wealth Management, we exist to help clients in Making Life Count!® , balancing living well today while planning to achieve their future goals and dreams. We work with corporate executives, attorneys and their families to:
- Clarify goals
- Create plans
- Take action
As an executive or attorney, you likely have a complex, busy life and a complicated compensation package; with little time to get everything done. KHC specializes in helping you manage:
- Concentrated stock positions
- Equity and bonus based compensation
- Benefit packages
- Tax planning
- Partnership distributions
- Career advancement and transitions
KHC Wealth Management is a fee-only financial planning firm that offers comprehensive financial planning, investment management, executive and career coaching services. We have a fiduciary responsibility to always act in our clients’ best interests.
Contact us today at 913-345-1881 to discuss your financial dreams.
- Listen to KHC's Lucas Bucl and the Smart Money Experts bust popular financial myths and discuss how Trump's tweets affect stock prices on KCUR 89.3.
- Is there any truth behind the old Wall Street adage, "Sell in May and go away?" KHC Wealth Manager Lucas Bucl, CFP®, examines the data behind this strategy in The Kansas City Star blog.
- KHC's Jamie Bosse, CFP®, RFP, and financial planner was published in The Kansas City Star - Peace, pampering rank high on Mother's Day wish list