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Services

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from retirement planning to investment management to financial planning, but one thing stays the same: we are focused on you.

Below are options that may be included in your plan:

Investment Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies
  • Tax Saving Strategies

Asset Protection

Do you have the right solutions in place to help protect your assets? We can help you address your protection needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

At KHP Capital, you matter. Our investment plans aren’t structured around making a sale or building the largest client base possible. They are solutions-based and structured around your needs. Our solutions are designed to provide you the highest level of care possible. Contact us today to learn more.