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
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Newsletters
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Credit Card Debt
How Long Will It Take to Pay my Balance?