- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Individuals and/or Small Businesses
Accounting & Tax
- -Tax Advice
Funds Used With Clients
Firm Client types
|Citistreet||15 years, 10 months||Mar 2004 - Present|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Accredited Domestic Partnership AdvisorDesignationIndividuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Retirement Planning CounselorDesignationThe CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
Articles and Answers
Insights by Kimberly Howard
AnswersAsk a financial questionAsk a question
|How do start collecting my pension plan?
Hello - Start by contacting your company providing the pension. They should provide you with all the information you need.Good Luck -- Kimberly J. Howard, CFP www.kjhfinancialservices.com ...  (more)
Answered Sep 2014
Licenses & Conducts
Kjh Financial Services
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