BKM Wealth Management
New
Offers online services
New
Offers online services
About
We are an experienced group of fiduciary financial advisors and financial planners. Our mission is to positively impact our client's lives. We would be honored help you and your family plan for, and achieve your financial goals.
Specialties
Comfort with finances
Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds
Photos and videos
No reviews (yet)
Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
We start by gathering and analyzing data about you, your situation and your goals. From there we get to work creating a plan that you can believe in and have confidence in. We then implement the plan and continue to monitor it over time.
What education and/or training do you have that relates to your work?
Certified Financial Planner
Ceritified Investment Management Analyst
Do you have a standard pricing system for your services? If so, please share the details here.
We are a fiduciary, fee based practice. This helps align our intesests with yours.
What types of customers have you worked with?
We work with a select group of business owners, individuals and families.
Services offered
Financial Services And Planning