Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed. Meet our advisors: Joel Kamphuis & Lisa Paoli. Within our site you will find a wealth of information in the form of our current newsletter, calculators, and research reports.
We believe small businesses are the backbone of America. At KM Wealth Management, we do our utmost to help you thrive in today's competitive marketplace. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
We believe small businesses are the backbone of America. At KM Wealth Management, we do our utmost to help you thrive in today's competitive marketplace. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Through leading-edge technology and access to objective research, your KM representative will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. For more information about our firm and the services we offer, send us a quick email or call the office.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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