Kuhl Financial Services

A Client-Focused Approach to Financial Wellbeing

Kuhl Financial Services stands out as a trusted partner in personal and business financial planning. Led by Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) Larry Kuhl, our firm offers comprehensive financial guidance and solutions to individuals and small businesses in Lake Bluff and beyond.

Comprehensive Services for a Holistic Approach

We offer a wide range of services designed to address your financial goals and concerns. These include:

Personal Financial Planning

• Goal setting and financial analysis
• Investment planning and retirement planning
• Estate planning and insurance planning
• College planning and wealth preservation strategies
• Personal and business tax return preparation and planning

Investment Planning

• Personalized portfolio management
• Asset allocation and risk management
• Retirement account rollovers and contributions
• Investment research and analysis

Tax and Compliance

• Tax optimization strategies for individuals and businesses
• Compliance guidance on financial regulations and tax laws
• Representation before the IRS and state agencies

Experienced Guidance for Lasting Success

Larry Kuhl brings over 30 years of experience to Kuhl Financial Services. His expertise includes:

• Comprehensive personal financial planning
• Tax planning and compliance
• Investment management and counseling
• Leadership roles in various financial institutions

Our Core Values

• Client-centered: We prioritize your needs and goals.
• Integrity: We uphold the highest ethical standards and transparency.
• Sustainability: We take a long-term approach to building your financial future.
• Transparency: We provide clear and understandable explanations of your financial situation and options.

Why Choose Kuhl Financial Services?

• Experienced and certified financial advisor with extensive experience
• Personalized and tailored solutions based on your unique needs
• Comprehensive approach covering all aspects of your financial life
• Fee-only model, ensuring objectivity and transparency
• Dedicated to building lasting relationships and achieving your financial goals

Contact us today to schedule a complimentary consultation and explore how Kuhl Financial Services can help you achieve lasting financial success!