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Preserving Your Financial Future

We're All About The Values

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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.

A Value-Added Structure

We understand that you’ve worked hard to earn what you have and you want to keep it. That’s why we work diligently to keep our cost structure extremely competitive with the market, while employing the same expertise, technology tools and back office support as the best of them.

A Values-Driven Structure

Our business is all about trust and proven results. We value honesty and integrity above all things and we demonstrate that every day in the careful, disciplined way we manage our client's fiscal growth and security.

Creating Value for our Clients

Over our many years in business, we have helped hundreds of individual investors, business professionals, small to middle sized business owners and employees, organizations and retirees preserve and grow the value of their portfolios. Allow us to show you what a more personal managed approach to securing your financial future could mean to you.

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:

Insurance

We have a range of products geared to protect your loved ones and estates while preserving your wealth or supplementing your retirement income. These include term life insurance, universal/whole life insurance, variable universal life insurance/indexed life and 2nd to die (survivorship) policies which help provide liquidity for estate planning.

Investment

Our investment strategies and financial plans are geared towards meeting our investors' unique personal needs.

Corporate

In today's business environment, our products help business owners and employees prepare and plan for a variety of situations and contingencies. We customize packages around our client's needs and to provide; cash management, 401k/403b/qualified plans, buy sell and key man agreements,executive bonus and tax saving programs.

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