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Kuhl Investments, Inc.

Office: 847-615-7245 | Cell: 224-361-5914
larry@kuhlfinancialservices.com

KUHL INVESTMENTS INC, a Registered Investment Advisor, provides investment planning and counseling services.

My Investment Planning and Counseling Services Include:

  • Investment Planning
  • Retirement Planning
  • Developing an investment policy statement
  • Developing an asset allocation
  • Implementing the investment policy through selecting individual securities or mutual funds
  • Recommending brokers to hold securities and to execute transactions
  • Monitoring portfolio performance

PRACTICE GOALS
My practice goals are to help individuals:

  • Achieve their investment goals
  • Manage their investments
  • Ensure a worry free retirement
  • Pay for college for their children
  • Secure financial independence

FEES FOR SERVICE
I am a fee only CPA financial planner. I do not sell any products such as stocks, bonds, mutual funds, annuities, or insurance. I sell only unbiased advice. I do not accept fees or commissions from any firm or other professionals that I may recommend to work with me to achieve your financial goals. My fees are fully disclosed.

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