Your Fiduciary-Based, Client-First
Family Office Boutique!
TKM Financial Services, LLC offers …
TKM Financial Services LLC. offers fee-based comprehensive financial and retirement planning in which all areas of a client’s financial life are reviewed to ensure alignment with the client’s goals, resources and personal values.
Investment advisory services are provided utilizing a very simple approach – participate in the markets utilizing cost-effective, high quality investments. The firm does not receive “soft dollars,” commissions or 12(b)1 kickbacks from any mutual fund or investment company, which reinforces the firm’s client-first philosophy and approach.
Finally, the firm also offers risk management/insurance solutions in the form of life, disability and long-term care strategies.* Partnering with over 100 carriers, clients are provided customized strategies that are cost-efficient and in-line with the client’s overall financial goals.
In addition to these services, the firm utilizes an open architecture structure, in which the firm partners with financial specialists, such as mortgage lenders, bankers, estate planners, etc. to coordinate the delivery of other financial services. This structure places the clients' needs first, promotes holistic client servicing and maximizes the service levels the firm provides to its clients.
”See a need and fill a need.” With many individuals retiring daily, financial and retirement planning services are needed! TKM Financial Services, LLC:
Has the passion to serve clients in an honest, client-first and comprehensive manner
Gets satisfaction knowing real value is brought to clients, whether through simplifying clients’ finances, restructuring clients’ insurance strategies so as to eliminate premiums and increase death benefits or providing clients comfort in their knowing that retiring comfortably is achievable
Wants to make a difference and be relevant in the lives of clients and the vibrancy of our community
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Firm's New Home
TKM Financial Services is proud to announce its permanent move to
10602 Timberwood Circle, #2, Louisville, KY 40223.
This move is reflective of TKM's commitment to serve as a "family office" financial services firm providing superior service, low-cost/highly effective participation in the markets and full transparency in our client relationships.
Did You Know?
A Registered Investment Advisory firm, like TKM Financial Services, LLC is the only financial services entity that must adhere to the fiduciary standard? That's right, neither banks nor broker/dealers must adhere to this client-first requirement!