Kathryn Humecki & Associates

At KHA, we understand that achieving financial well-being is a deeply personal journey. It's about more than just managing money; it's about securing your future, pursuing your passions, and living life on your own terms. Founded on the principle of client-centric service, we are a team of dedicated professionals committed to empowering individuals, families, and small business owners to navigate the complexities of financial planning and achieve their unique goals.

We believe that a truly successful financial plan is built on a foundation of trust, transparency, and open communication. Our approach is not one-size-fits-all. We take the time to understand your individual circumstances, values, and aspirations, before crafting a tailored strategy that aligns with your vision for the future.

Services Offered

We are proud to offer a comprehensive suite of services designed to address every stage of your financial journey.

• Financial Planning: Our expert financial planners develop personalized plans that encompass all aspects of your financial well-being, from retirement planning and investment management to estate planning and legacy creation. We guide you through every step, ensuring you make informed decisions that protect your assets and secure your financial future.

• Business Accounting & Tax: We understand the unique challenges faced by small business owners. Our team of experienced accountants provides a wide range of services, including bookkeeping, payroll management, tax preparation, and strategic financial consulting. By streamlining your financial processes and optimizing your tax strategies, we help you maximize profitability and focus on what matters most - growing your business.

• Personal Tax Preparation: Taxes can be complex and time-consuming to manage. We take the burden off your shoulders by providing accurate and efficient tax preparation services. Our expertise ensures you capitalize on all available deductions and credits, maximizing your tax savings and minimizing your liability.

• Special Needs Planning: We understand the unique financial needs of individuals with special needs. We work closely with families to develop comprehensive plans that safeguard their loved ones' future, ensuring they have access to the resources and support they require.

• Business Planning: We guide you in developing a solid business plan that outlines your goals, strategies, and financial projections. Whether you are starting a new venture or seeking to expand your existing business, our expertise helps you navigate the complexities of business development and achieve sustainable growth.

Through our commitment to personalized service, comprehensive expertise, and unwavering dedication, we empower our clients to build a brighter financial future.