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
)
)
)
)
)
)
)
)
)
)
)
)
)
)
.png)
.png)
.png)
.png)
Newsletters
-
HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
-
Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
-
HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.