Over 30 years of experience working with executives, professionals, business owners, and individuals to meet their retirement, financial, insurance, and tax planning needs, Founded in 1987, Kelm Financial Services specializes in providing financial solutions in the following areas:
Legacy & Estate Planning Corporate & Business Insurance Executive Benefit Plans Retirement & Tax Bracket Planning Charitable Giving Strategies Life Insurance & Trust Due Diligence
We work closely with professionals including tax advisors, stockbrokers, money managers, and estate lawyers to implements a financial plan that achieves your financial goals. If you have current relationships with these professionals, we can work with them to develop a comprehensive financial solution. Our Objective: To provide the best Financial Solutions and Services on a professional level, utilizing the latest Cutting Edge Financial/Tax Strategies, while maintaining our down home Texas culture. Our clients become our old friends!