Why KHS?
Your Family – Your Finance – Your Future
Our philosophy is simple. We are here to help safeguard what is most important in your life. Preservation 1st. Growth 2nd. Value Always. We don't stock pick. We don't push products or services. We don't bet the farm. We strive to achieve growth over the long term with as little risk and volatility as possible. We recommend customized solutions that work for your individual needs. And, we do it with a conservative approach that allows our clients to have increased confidence knowing their financial future is in good hands.
Services
At KHS we avoid the overhead and cost structure of most other firms, which means that our clients don't pay for what they don't need. Our clients include professionals, families, retirees, business owners, and corporate leaders.
We custom tailor our plans from a suite of top rated financial instruments and flexible insurance solutions including:
Partners
KHS, along with Woodbury Financial Services, work diligently to recommend the most established and respected names in the financial service industry.
For individual investors, partners include: Pershing, PIMCO, American Funds and iShares.
For 401K/Qualified Plans, our partners include: Trans America, Fidelity and Mass Mutual.
For Insurance Service, our partners include: Lincoln Financial, Met Life and John Hancock.
Our Team
Learn more about about KHS's amazing team of professionals.
Ryan Koszut
Registered Representative
Brian Hynes
Investment Advisor Representative
Jim Shannon
Investment Advisor Representative
Connor Mulchrone
Supporting Representative
Eric Nelson
Insurance and Retirement Specialist
David Beery
Investment Advisor Representative
Jaime Frost
Supporting Representative
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Newsletters
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.