Khue Financial (pronounced ‘qwāy’) is an independent, privately-owned life and health insurance marketing investment and services firm, headquartered in Atlanta, Georgia. We serve individuals, employer-sponsored pension plans, foundations, and endowments. Our portfolio consists of tier-1 underwriters & institutional firms including National Life Group, Transamerica, AIG, Aetna, Blue Cross Blue Shield, Cigna, Kaiser Permanente, and Medicare Advantage.
Post Retirement Planning
Planning goes beyond determining when you can retire. It proactively anticipates both the order of withdrawal from different investment accounts and the tax consequence of the income you receive. KFS can assist you with 401k, 403b, TSA, and IRA application processes.
For Life Insurance, we work with well known, trusted companies with rich histories including: National Life Group, Transamerica, AIG, Protective, Ameritas, Kai-Zen, and Tri-Zen.
For Health Insurance, our partners include Aetna, Blue Cross Blue Shield, Cigna, Humana, Kaiser Permanete, etc. In network and out of network plan choices include HMO, PPO, EPO, or POS.
In addition, we also offer Medicare Advantage and Prescription Drug plans for eligible seniors.
Tax Services: Past, Present and Future, gain confidence & better understanding with a second opinion Tax Review: The present with preparation and filling services, and future with Roth IRA conversion analysis and other advanced tax planning.
Trust and experience is the cornerstone of our business, built one client at a time. Let us demonstrate how we can tailor your individual wealth management strategy that's focused on YOU!