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.

News

  • 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

KHC’s Joni Lindquist in the Kansas City Business Journal’s Table of Experts: Women in Financial Planning

 
 
 
 
 

HELPFUL INFORMATION

Sign up to receive our free video:
"Financial Planning for Bonuses & Other Performance-Based Compensation"