781.413.4879

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Offices in Newton MA and

Denver CO

   

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Services

 

 

           For You

                                                                           

 

 

Comprehensive Financial Planning

Financial Snapshot

Hourly Service

Tax Strategies and Tax Preparation

Business Solutions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Comprehensive Financial Planning and Investment Management Services involve an assessment of a your current financial situation including, but not limited to, any future income needs from client's portfolio, time horizon, and risk tolerance. A client's current investment portfolio is reviewed and, in most cases, an "Investment Policy Statement" (IPS)

is constructed that will include recommendations for asset allocation and asset selection. Periodic reviews will be performed over a client's portfolio to ensure that it is consistent with the client's IPS.

Specific services which may be offered as part of your Comprehensive Financial Planning and Investment

Management services may include, but would not be limited to the following:

Preparation of an annual net worth statement;

Create a cash flow statement;

Create an IPS in accordance with the Client's goals and objectives;

Implement investment recommendations as outlined in the IPS;

Provide portfolio management services;

Review client's most recent personal tax returns and provide tax planning advice;

Review and/or prepare personal and small business tax returns;

Provide insurance advice and assist client in implementing recommendations;

Provide estate planning guidance and assist client in implementing recommendations;

Complete a retirement analysis;

Provide education planning advice;

Provide quarterly client review;

Provide advice and recommendations on any other area of financial planning in which Client has interest during the year.

All Comprehensive Financial Planning and Investment Management services provided by for you shall be provided in accordance with the terms of KJH Financial Services' "Advisory Services Agreement." KJH Financial Services' fee for Comprehensive Financial Planning and Investment Management services will be calculated as of the last business day of the billing quarter and shall be assessed in arrears. The billing quarter shall start on the date KJH Financial Services' Advisory Services

Agreement is fully executed by the client and KJH Financial Services.

 

 

 

 

 

 

 

 


                                             Certified Financial    Fee         

 

 

 

 

 

 

                                                                              KJH Financial Services | Registered Investment Advisor | Kimberly J. Howard, CFP, CRPC, ADPA | 781.413.4879

                                                                                                                                                  KJH Financial Services