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
Newsletters
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.