Make an appointment!
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.
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