ABOUT US
At KV Financial Services, we provide expert assistance in the following areas:
  • Having the means to help to pay for your child's college education
  • Paying the mortgage down the road
  • Supplement retirement income
  • Protect a portion of your income if you become too sick or hurt to work with Disability Income Insurance. 
  • Long-Term Care: Plan for the future 
  • Life Insurance: Protect today incomes and Future incomes
  • Taking a trip to that special place you never dared think about.
  • Tax Preperation is one of the most intergral of our services, and we strive to provide you with individualized, quality tax services that best suite your goals and vision for the future.
 
 
     We are a dedicated firm of business advisors who have expertise        in all areas:
    * Executive Benefits
    * Self-owned Life And Retirement
      (S.O.L.A.R.) Insurance Arrangements
   * Wealth Transfer/Estate Planning
   * Life Insurance As An Asset Class
   * Premium Financing 
   * Retirement Planning 
   * Business Planning
 
 
OUR TEAM
"The choise is yours....We are here to help"
  1. Daniel T. Han / IRS Enrolled Agent
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    Daniel T. Han / IRS Enrolled Agent
  2. Jimmy Nguyen / Broker / Insurance Agent
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    Jimmy Nguyen / Broker / Insurance Agent
  3. Gina Tran / Office Manager
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    Gina Tran / Office Manager