Broker Check

Building Your Investment Strategy (keep as draft)

KHI Financial Solutions uses cutting edge technology and resources to identify your acceptable levels of risk and reward with unparalleled accuracy. By utilizing our process, we can ensure that your investment strategy aligns with your investment goals and expectations.  

Step 1

Click on the logo to the right and answer the short questionnaire that will cover topics such as portfolio size, top financial goals, and what you are willing to risk for potential gains. Once we have received your information, the KHI Financial Solutions team can determine your Risk Number to assist us in the decision-making process and to craft a portfolio that aligns with your personal preferences and priorities.

 

Step 2

Click on the icon to the right to download the KHI Financial Solutions Fact Finder. Once completed send back to your KHI Financial Solutions team member.

Step 3

The KHI Financial Solutions team will create a custom and personalized investment strategy that includes projections for potential gains and losses expected over time and a plan to increase the probability of success.