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Philosophy & Fees. Planning with a fiduciary today will create a path to a more secure tomorrow. Acting as a fiduciary in the best interest of our clients. Providing a client focused approach to wealth management and financial planning. For all stages of life. New Service – XY NOW PLAN. Services that evolve with your. Click on our newest service – XY NOW Plan. This program is specifically tailored to millennials or clients under 40 years of age. 2018 KMH Wealth Management, LLC.

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Philosophy & Fees. Planning with a fiduciary today will create a path to a more secure tomorrow. Acting as a fiduciary in the best interest of our clients. Providing a client focused approach to wealth management and financial planning. For all stages of life. New Service – XY NOW PLAN. Services that evolve with your. Click on our newest service – XY NOW Plan. This program is specifically tailored to millennials or clients under 40 years of age. 2018 KMH Wealth Management, LLC.

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Home - KMH Wealth Management | kmhwealth.com Reviews

https://kmhwealth.com

Philosophy & Fees. Planning with a fiduciary today will create a path to a more secure tomorrow. Acting as a fiduciary in the best interest of our clients. Providing a client focused approach to wealth management and financial planning. For all stages of life. New Service – XY NOW PLAN. Services that evolve with your. Click on our newest service – XY NOW Plan. This program is specifically tailored to millennials or clients under 40 years of age. 2018 KMH Wealth Management, LLC.

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Family Offices - KMH Wealth Management

https://kmhwealth.com/services/family-offices

Philosophy & Fees. Multigenerational families evolve over the decades. Business interests change which can make asset management and protection more complex. Our family office clients benefit from an array of necessary services. Advice concerning legislative changes and economic changes. Education and guidance with heirs. Tax planning, bill paying, bookkeeping and other concierge services are available through our affiliate Keller and Associates, CPAs. 2016 KMH Wealth Management, LLC.

2

Services - KMH Wealth Management

https://kmhwealth.com/services

Philosophy & Fees. A client’s cash flow is a significant component to creating a secure financial path. As cash flows change, we will adjust the financial plan to accommodate the changes so the client’s lifestyle and goals stay on path. Managing the assets our clients have worked so diligently to accumulate, is another key area of financial planning. We advise our clients concerning estate taxes, minimizing probate and setting up trusts. We have close associations with attorneys who specialize in...We wo...

3

Wealth Management - KMH Wealth Management

https://kmhwealth.com/services/wealth-management

Philosophy & Fees. KMH is an independent, Fee-Only advisory firm that is committed to its role as a fiduciary to its clients. As a fiduciary we exhibit the highest form of trust and confidence, and act in the best interest of our clients. Portfolio Design and Monitoring. KMH takes a long-term approach to investing. We strategically invest in asset classes to maximize our clients’ returns over the long-term. All investments are guided by our client’s individual risk tolerance and objectives. A...

4

Financial Planning - KMH Wealth Management

https://kmhwealth.com/services/financial-planning

Philosophy & Fees. In all life stages, our clients have wealth goals. Their goals vary depending on which stage they are experiencing. For example, young newly married clients may be aspiring to buy a first home, whereas a client nearing retirement may be thinking of their future estate. Our financial planning process begins the path towards a secure tomorrow. Education can play a very important role in a person’s life goals. We help our clients incorporate planning for their children’s education nee...

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New Client Resources - KMH Wealth Management

https://kmhwealth.com/new-client-resources

Philosophy & Fees. Selecting Your Advisory Firm. Anyone can call themselves a financial planner or financial advisor. Even someone calling themselves a licensed financial planner does not mean what it implies. How are you compensated? What are your credentials? What experience do you have? What is your approach to financial planning and what services do you offer? What areas do you specialize in? Can I have the information in writing? 2016 KMH Wealth Management, LLC. KMH Wealth is not a CPA firm.

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Media - Keller & Associates CPAs, PLLC

http://kellercpas.com/media

Media - Keller and Associates CPAs, PLLC. About Keller & Associates. 8220;Better Tax Breaks”. Article authored by Lane Keller, CPA Featured in Progressive Farmer, November 2002. 8220;The Right Moves to Save on Estate Taxes”. Article authored by Lane Keller, CPA and Mickey Pachta, CPA, JD. Featured in Progressive Farmer, March 1999. Keller and Associates CPAs, PLLC. Provides a snapshot of the tax, accounting, insurance, retirement and estate planning services the firm provides its clients.

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Giving Back - Keller & Associates CPAs, PLLC

http://kellercpas.com/giving-back

Giving Back - Keller and Associates CPAs, PLLC. About Keller & Associates. At Keller & Associates, we are committed to leaving a footprint towards making our community a better place. Some of our charitable efforts that we have focused significant time and resources towards are:. Food Bank of the Golden Crescent. YMCA of the Golden Crescent. Victoria Adult Literacy Council. Victoria Business and Education Coalition. Victoria Estate Planning Council. Victoria Professional Express Network.

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About Keller & Associates - Keller & Associates CPAs, PLLC

http://kellercpas.com/about-keller-associates

About Keller and Associates - Keller and Associates CPAs, PLLC. About Keller & Associates. 2016 Keller and Associates CPAs, PLLC. 101 S Main Street, Suite 300 Victoria, Texas 77901 (361) 573-4383.

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Services - Keller & Associates CPAs, PLLC

http://kellercpas.com/services

Services - Keller and Associates CPAs, PLLC. About Keller & Associates. 2016 Keller and Associates CPAs, PLLC. 101 S Main Street, Suite 300 Victoria, Texas 77901 (361) 573-4383.

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Home - KMH Wealth Management

Philosophy & Fees. Planning with a fiduciary today will create a path to a more secure tomorrow. Acting as a fiduciary in the best interest of our clients. Providing a client focused approach to wealth management and financial planning. For all stages of life. New Service – XY NOW PLAN. Services that evolve with your. Click on our newest service – XY NOW Plan. This program is specifically tailored to millennials or clients under 40 years of age. 2018 KMH Wealth Management, LLC.

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