Chris Kelm, CFP®, contributing Author of:

15 Big Tax Mistakes
Costing Business Owners Millions

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(210) 679-1530

2139 NW Military Hwy, Ste 100
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:

Tax Planning

Legacy Planning

Business Planning

Retirement Planning

Income Planning

Since 1987

Providing cutting-edge financial planning solutions for Families and Business Owners

Kelm Financial Services Inc. (210) 679-1530

2139 NW Military Hwy, Suite 100 | San Antonio, TX 78213

WHO WE ARE

WHAT WE DO

PLANNING PROCESS

Helping you keep together what you’ve worked so hard to put together through TAX BRACKET PLANNING & other Financial Strategies.

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WHY KELM FINANCIAL SERVICES

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.

2139 NW Military Hwy, Suite 100 | 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.

Take the first step now
(210) 679-1530

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