Kjh Financial Services

Fixed/Hourly

KJH Financial Services provides hourly-based and project-based financial planning to individuals, families, trusts, estates, and family businesses. Kimberly Howard works with clients to define financial objectives and develop strategies, including cash flow management, tax planning, risk exposure review, investment selection, education funding, retirement planning, and estate planning. Clients are responsible for acting on advice and requesting follow-up reviews.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

KJH Financial Services offers financial planning on an hourly or project basis. Clients are invoiced at the end of each session.

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Location

1 Advisors at this firm