Financial Advisor  & Insurance Agency

We provides a wide array of specialised advisory and strategic services for our clients from Income Tax - Life Insurance - Health Insurance - Retirement - Annuity
ABOUT US
Life Changes
At KV Financial Services, We' re here to help you navigate life's twists and turns with innovative products and provide expert  assistance in the following areas: Strategies for Individuals and Strategies for Businesses.
 
Whether you are planning for a restful retirement or an active one, you will probably need to count on some of your personal savings to support your lifestyle. You need a flexible alternative that will provide the three cornerstones of a successful retirement plan: GROWTH, PROTECTION and, finally ENJOYMENT.
Because retirement is a fundamentally different phase of our lives, we need to plan for it carefully.
Every day more and more people travel around the globe for business and pleasure. Just as Americans are traveling to other countries, citizens of other countries are coming  here. Some foreign nationals come to USA for business. Others come for sight-seeing and vacation. When foreign national come to USA, their physical and economic ties to the United States can create unique financial problems. We will discuss some of the potential problems that you may encounter and find the best way to help you and your family.
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LET US HELP YOU!
If you have any questions, please do not hesitate to send us a message. We aim to reply within 24 hours.
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OUR SERVICES
It is a promise we work hard to meet every day. And behind that promise stands an organization of thousands of people all working hard in your best interest. 
  1. Business Planning
    Business Protection Planning Business Succession Planning Executive Benefits Key person protection Buy and Sell Agreements
  2. Life Insurance
    Term Life Premium Endowment Term Indexed Universal Life IUL - Guaranteed Death Benefit Whole Life Final Expense
  3. Health Insurance
    Individual and Group (HMO. PPO, EPO...) Medicare ( Supplement, Part D, HMO, PPO..) Long Term Care Disability Insurance
  4. Personal & Family Planning
    Help pay your child's college education. Supplementing retirement income. Planning to help your parents with LTC. Paying the mortgage down the road Buying that dream retirement home. Funding your estate planning.
  5. Wealth Transfer
    Tax Diversification - Tax Certainty Legacy Max Estate Planning. Trust Owned Life Insurance. A strategy for any market.
  6. Retirement Planning
    Annuities Roth IRAs vs. C.V.L.I Retirement Extra Accumulation & Protection Combo Guarranteed Income for life
SECTORS WE SPECIALIZE IN
Our Firm currently contracting with more than 20 world class financial company. We am going to provide the best plan and best product for each of our client.
  1. INSURANCE
  2. INCOME TAX
  3. RETIREMENT
  4. INVESTMENTS
  5. BUSINESS MANAGEMENT