Chris Kelm, CFP®, contributing Author of:
15 Big Tax Mistakes
Costing Business Owners Millions
Schedule Consultation
(210) 679-1530
2241 NW Military Hwy, Ste 301
San Antonio, TX 78213
Kelm Financial Services Inc. is a Certified, Independent Fiduciary
We are a full-service firm integrating legal, tax, and financial services including:
Creating Better Financial Outcomes
Since 1987 Chris has consistently improved the financial outcomes of his clients by minimizing their taxes, maximizing their assets with the least amount of expense, taxation, and risk.
Kelm Financial Services Inc. (210) 679-1530
2241 NW Military Hwy, Suite 301 | San Antonio, TX 78213
Rich Man’s Roth
“If you qualified for a Roth IRA, which you don’t, allowing all the money to grow tax-free, how much would you consider putting into such a plan annually?”
Experienced, responsive and understands your need for integrity and transparency.
2241 NW Military Hwy, Suite 301 | San Antonio, TX 78213
Call Kelm Financial Services Today!
Kelm Financial Services Inc. understands how important it is for you to be able to trust your CPA / financial advisor / attorney—particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds.
Helping you keep together what you’ve worked so hard to put together through TAX BRACKET PLANNING & other Financial Strategies. It’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests. That trusted advisor is Kelm Financial Services Inc. We are experienced, responsive and understand your need for integrity and transparency.
