CHARITABLE GIVING2019-03-06T03:39:48+00:00

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.

Wealth Transfer & Charitable Giving Planning

 Very few processes are more personal and emotional than Wealth Transfer and Charitable Giving. Addressing what often are complex inter-family relationships, together with what can be extremely technical subjects of tax planning, estate analysis, asset leveraging and gifting strategies can be overwhelming.

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 […]

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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.

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(210) 679-1530

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Providing cutting-edge financial planning solutions for Families and Business Owners since 1987






Experienced, responsive and understands your need for integrity and transparency.

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

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