Over 30 years of experience working with executives, professionals, business owners, and individuals to meet their retirement, financial, insurance, and tax planning needs,  Founded in 1987, Kelm Financial Services specializes in providing financial solutions in the following areas:

Legacy & Estate Planning 
Corporate & Business Insurance
    Executive Benefit Plans
Retirement & Tax Bracket Planning
Charitable Giving Strategies
Life Insurance & Trust Due Diligence 

Our Goal: To help our clients achieve FINANCIAL INDEPENDENCE, with the least amount of risk, on a tax favored basis. To move from Security and Success to Significance!
SUCCESS is when I add value to Myself, SIGNIFICANCE is when I add value to Others!  JM

Our Philosophy: It's not how much you make, it’s how much you keep! Tax Bracket Planning!!! Let us help you keep together what you've worked so hard to put together.

Our Tax Structure is so complicated along with the Current Administration imposing higher taxes and fees. It has become much more difficult and costly to accumulate assets: And once you have succeed it’s a bigger problem trying to keep them.

We work closely with professionals including tax advisors, stockbrokers, money managers, and estate lawyers to implements a financial plan that achieves your financial goals.  If you have current relationships with these professionals, we can work with them to develop a comprehensive financial solution.
Our Objective: To provide the best Financial Solutions and Services on a professional level, utilizing the latest Cutting Edge Financial/Tax Strategies, while maintaining our down home Texas culture. Our clients become our old friends!

Your LEGACY will be defined by your Character, Relationships, Values and Your Faith!

Kelm Financial Services, Inc.

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Kelm Financial Services, Inc.

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