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Financial Planning
KHC offers a broad range of non-integrated financial planning and consulting service including non-investment related matters. Services offered include advice regarding topics such as:
- Retirement Planning
- Education Funding
- Insurance Planning
- Estate Preservation and Transfer
- Income Tax Planning
- Business Succession Planning
- Cash Flow Management
- Investment Supervision
KHC follows a financial planning process to assure the client’s goals are top priority and includes the following steps:
- Gathering information pertinent to the engagement
- Helping our clients establish goals
- Preparing targeted analysis and providing a written plan of action
- Providing recommendations
- Assisting clients in implementing the plans
- Periodically following up as client wishes
Investment Management
KHC has expertise in supervising investments for clients. As an independent registered investment advisor, KHC has total independence when recommending investment direction for our clients. We are compensated solely for the advice we give, not for specific product sales. We also have a fiduciary responsibility to act in the best interests of our clients. The investment supervisory process begins with an evaluation of your objectives, risk tolerances and time horizons. Based on these factors, we recommend an asset allocation plan, prepare an investment policy and recommend specific products and services. We provide ongoing monitoring and reporting, making adjustments as changes occur.
The traditional financial plan is suitable for an individual or family with only one or two issues to be resolved.
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