Efficient Solutions for a Sophisticated Marketplace

About KBM

KBM Consulting, LLC provides innovative financial solutions in the areas of wealth transfer planning, estate planning, business succession planning, insurance planning, and executive benefits.

At KBM Consulting, we take pride in staying abreast of the current tax law changes. We have an array of resources and membership organizations to select from to stay informed.

KBM Consulting identified a need where they could add value and provide a superior level of expertise. Comprehensive service capabilities, extensive product knowledge, and customized tax planning recommendations are our fundamental focus. Our goal is to build long-term relationships with companies and serve as an advisor on their team. We operate as an independent financial resource to companies and their clientele. We also serve professionals in the legal, accounting, investment, and banking industries that require a higher level of service and technical expertise.