Tax Planning
Taxes are the biggest obstacle to reaching Financial Independence. Reposition your existing money and future money from unnecessary Taxes. Kelm Financial Services will help you keep together what you’ve worked so hard to put together through TAX BRACKET PLANNING & other Financial Strategies.
Call Kelm Financial Services Today!
At Kelm Financial Services Inc, we apply over decades of experience in helping our clients navigate this process, working closely with your team of legal, tax and investment advisors or ours. We patiently will stand by your side and walk you through this process until you are comfortable with defining your goals, then provide you with a thorough analysis of strategic alternatives for your situation.
Through meticulous attention to detail and our vast industry knowledge and resources, we make sure our clients’ assets are not lost to unnecessary income or estate taxes. Our focus is to insure that your Family and the Charities you support receive the maximum benefits possible when the wealth eventually is transferred.
Tax Bracket Planning Form
How much are you paying Taxes and Capital Gains [...]
How an Index Account Works
Upside Potential with Downside Protection Indexed Universal Life provides [...]
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
