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KUHL INVESTMENTS INC, a Registered Investment Advisor, provides investment planning and counseling services.
My Investment Planning and Counseling Services Include:
- Investment Planning
- Retirement Planning
- Developing an investment policy statement
- Developing an asset allocation
- Implementing the investment policy through selecting individual securities or mutual funds
- Recommending brokers to hold securities and to execute transactions
- Monitoring portfolio performance
PRACTICE GOALS
My practice goals are to help individuals:
- Achieve their investment goals
- Manage their investments
- Ensure a worry free retirement
- Pay for college for their children
- Secure financial independence
FEES FOR SERVICE
I am a fee only CPA financial planner. I do not sell any products such as stocks, bonds, mutual funds, annuities, or insurance. I sell only unbiased advice. I do not accept fees or commissions from any firm or other professionals that I may recommend to work with me to achieve your financial goals. My fees are fully disclosed.
