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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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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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.
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Car Affordability
How much can you afford to pay for a car?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.