Chartible Planning
Giving Strategies to help maximize giving and reduce taxes. Align your charitable giving with smart tax strategies and the result might include an unexpected double win: improving the world, with a potential tax break to boot.
Charitable Giving Strategies
We use the approach that sharing your wealth involves both current and future gifts. The giving of current gifts allows you to enjoy watching the impact of how your gifts are of benefit, and the lives that are being changed. What a wonderful way to set an example of giving back for future generations.
Future gifts […]
Call Kelm Financial Services Today!
At Kelm Financial Services Inc, we implement your plan and coordinate with your CPAs, attorneys, and other advisors as appropriate. We continuously monitor the progress rebalancing of your investment strategy and recommend changes as needed.
We’re prepared to work with you in the way that best serves your goals.
Providing cutting-edge financial planning solutions for Families and Business Owners since 1987
