Kimberly J. Howard

Kimberly J. Howard

KJH Financial Services

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: $100,000

Title: Owner/Financial Advisor

Offering advice since: 2003

Areas of focus:

  • Business planning
  • Divorce planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Kimberly J. Howard:

Kimberly J. Howard, CFP(R), founder and owner of KJH Financial Services in Needham MA, has been in the financial services market for over 20 years. After consulting for Fidelity, Putnam, Bank of America, The Boston Company and John Hancock, she has acquired knowledge in mutual funds, private banking, retail banking and retirement planning. Additionally she has been preparing federal and state tax returns for individuals and small business owners. Kimberly combines these experiences into providing comprehensive financial planning and investment advice.

She attended Boston University for her Certification in Financial Planning and HR Block for Tax Preparation Certification. Previous studies include, a Master of Science degree in Information Management in Computer Science from Boston University and a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas.

Kimberly is currently an adjunct faculty member at Boston University and The College for Financial Planning where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning in the Financial Planning Certificate Program, a CFP Board-Registered Program that meets part of the educational requirement for CFP(R) certification. She is active in educating not only future financial planners, but clients with tax advice, retirement planning, company benefits and investment selection.

Compensation and Fee Structures:

Fee-only

Licenses, Certifications & Affiliations:

CFP, FPA, NAPFA

Education:

Boston University for her Certification in Financial Planning and HR Block for Tax Preparation Certification. Previous studies include, a Master of Science degree in Information Management in Computer Science from Boston University and a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas.

Will provide references upon request?

No


Further information about KJH Financial Services:

(Size of firm: 0-9 advisors)

"Dream With A Plan"

KJH Financial Services is a fee-only firm. Our mission is to provide financial services to meet your life needs. Our focus is to help You obtain your life desires while managing financial uncertainty.


Contact Information for Kimberly J. Howard

Phone: (781) 413-4879
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Address for Kimberly J. Howard:
137 Taylor St
Needham, MA, 02494

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