Wealth Management & Life Planning
Making a difference in our clients' lives and our community each and every day.
How We Serve
We appreciate the opportunity to do what we love - serve clients. We feel we are truly making a difference in clients’ lives, beyond the financial aspects.
Knowledge is empowering, and we strive to educate our clients regarding their financial situation, investing and their financial future.
Helping our clients plan for leaving a legacy, or build an active legacy plan for today and tomorrow.
Building of investment strategies and ongoing monitoring of all investments/strategies, specifically tailored to the client and their unique situation.
Planning not only for retirement, but for the many shorter and intermediate goals along the way such as children’s education, vacations, second home, etc.
We serve as a risk manager helping to set realistic return scenarios for the risk our clients are willing to take.
We help with accountability with your financial future and help you filter the financial noise.
Make a difference in our team’s lives and families. We enjoy the great responsibility and opportunity to be part of our employees' career growth, family, etc. We expect a lot - work hard, play hard.
Live so that when your children think of fairness, caring, and integrity, they think of you.
~ H. Jackson Brown, Jr.
Humility is not thinking less of yourself, it is thinking of yourself less.
~ C.S. Lewis
When you find yourself on the side of the majority, you should pause and reflect.
~ Mark Twain
Our culture is all about shallow relationships. But that doesn't mean we should stop looking each other in the eye and having deep conversations.
~ Francis Chan
Opportunity is missed by most people because it looks like work and is dressed in overalls.
~ Thomas A. Edison
Learning and innovation go hand in hand. The arrogance of success is thinking that what you did yesterday will be sufficient tomorrow.
~ Williams Pollard
We get to support our passions and give back to the community because relationships and connections are part of the foundation of all that we do!
Main Street Enid
Our 3-Step Process is our way of showing our clients, from the very beginning, that we want to listen to their goals and formulate a suitable plan that is realistic and achievable. Throughout this process we will get to know you as well as your goals, needs and, concerns, and you will get to know us personally and professionally. This helps ensure that K/H is a good fit for you and your family and that you are a good fit for us as well!
1. FIT Meeting
2. Life Planning
3. Plan Implementation
Let's get started!
We would love to hear from you!
If we might be a fit for your financial planning and wealth management needs, contact us to schedule a consultation with no obligation.
HOW DO I GET STARTED WITH K/H FINANCIAL?
The 1st step is always a “Fit Consultation.” This initial consultation is your opportunity to ask questions and get to know us! We will explain how we serve our clients, how we are paid, etc. This meeting also serves as an opportunity for us to learn about you and your unique situation.
WHO HAS CUSTODY OF MY MONEY WHEN I HIRE YOU TO MANAGE IT?
The advisors with K/H Financial never have custody–physical possession or access–to your money. Client assets are held at Raymond James Financial Services, Inc. On occasion, we will use other mutual fund, insurance or direct participation companies to hold client assets within those companies.
HOW OFTEN WILL WE HEAR FROM THE ADVISORS WITH K/H FINANCIAL?
We take great pride in client service and regular communication. You can expect to hear from us often. We keep our clients updated on strategy changes, market and economic updates, financial plan reviews, etc. several times a year.
HOW ARE YOU COMPENSATED FOR MANAGING MY ACCOUNTS?
We are compensated by an advisory-fee based on assets under management held within advisory accounts. The fee is tiered based on value of accounts held. In certain circumstances where we are being compensated other than a fee based on assets, this will be properly disclosed to you.*
WILL I BE ABLE TO ACCESS MY ACCOUNTS ONLINE?
Yes, “Client Access” is available online and allows for viewing of your accounts and many other powerful tools and features.
WHAT IS YOUR INVESTMENT PHILOSOPHY?
We are Independent... we serve only one purpose: Our mission is to help guide individuals and families in having more fulfilling lives and strategic plan to help achieve their financial goals.
AM I QUALIFIED TO BECOME A CLIENT OF K/H FINANCIAL?
Most of our clients come to us on a referral basis. Our “typical” clients enjoy modest to healthy incomes and investment portfolios of $250,000 or more. However, we are very welcoming to those clients who may not yet meet these thresholds but are on the path to reach them.
WHAT SERVICES & INVESTMENTS DO THE ADVISORS WITH K/H FINANCIAL OFFER?
As full service financial advisors, we will offer a wide array of services and investment products. What we do best is work interactively with our clients to help guide them through what they want their life to look like and help them achieve it.
Check the background of this firm or investment professional on FINRA’s BrokerCheck.
K/H Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
© 2016-2024 K/H Financial, LLC