Providing insights, tools and connections for our clients when dealing with their financial team.
Working with organizations as their financial resource for its members. Working with individuals for a more customized approach.
Making the right connections for your financial future.
*Through a proven track record of strict vetting criteria of financial professionals as well as a solid system of checks and balances, we are the liaison and watchdog for your finances. We are not financial advisors, we do not run your money. We are not affiliated with any financial, law or CPA firm nor do we receive any compensation from said firms. We are results driven. We have no conflict of interest nor hidden agenda, we truly work for YOU.
WHO IS REALLY CONTROLLING YOUR MONEY?
- Are your Financial Advisor fees appropriate? Is he/she truly giving you all investment options? Even outside of his/her firm?
- Is your Estate attorney keeping up with all the latest ways to protect your assets? When was the last time he/she talked to your beneficiaries?
- Is your CPA talking to your financial advisor, other than to get tax documents? Are they talking to your estate attorney? Who initiates that conversation?
- Are all your strategies staying on point and yet adjusting to an ever changing global stage?
- Do you have someone who can be your watchdog and tie it all together?
WE ARE YOUR QUARTERBACK! LET OUR PROVEN SYSTEM AND METHODOLOGY REGAIN YOUR CONTROL OF YOUR FINANCIAL WORLD!
WHAT ARE THEY TALKING ABOUT??!!
Interpreting the financial language; get the inside scoop on what those words and phrases REALLY mean! Learn the questions to ask when interviewing your financial experts!
For details go to our As Your Educator page.
What if you had your own personal Financial Operations Manager?
Have your own personal financial operations manager with a solid system and 15 year track record for tailored introductions/connections and continued oversight that matter for your financial future.
For details go to our Financial Operations Management page.
To schedule a time for a conversation
call KMH Unlimited at 518-221-2806
You can also send an email to email@example.com