Khwais Financial

Khwais Financial established on April 7, 2021, in Bexar County, San Antonio, Texas. Our commitment is to navigate a process to help you understand how to have the life you want. Our clients proved that the process and knowledge we acquired over the past seven years helped us provide individuals and businesses personalized strategies based on their basic or sophisticated needs. We helped our clients understand how to identify their protection financial needs, whether understanding healthcare costs post-retirement or after and longevity current issue and its impact on their retirement income. Are you ready to create the life you want? No matter your current financial needs, there is a great reason to meet with a financial professional whether you are starting a business, getting married, purchasing your first home, the birth of a first child, or retiring from work and afraid of outliving your retirement savings income. An honest, trustworthy financial professional can empower you to understand your short and long-term goals to achieve your current and future financial stability objectives. Starting a business is an exciting step in your life. However, with that comes great responsibility. Working with business owners helped us understand what it takes to create a stable business and protect it. Therefore, at one point, it will sell or pass on to the next generation. Purchasing your first home or investment property requires managing the risk associated with it. Since 2014 our insurance advisor has helped clients manage their risks and implemented business strategies such as buy-sell agreements, business overhead expenses, and life insurance as mortgage protection, key person, executive bonus plan, and retirement savings such as indexed fixed annuities or fixed annuities. Our retirees' age 65 or older or those with disabilities or special needs. We provide Medicare education and enroll beneficiaries in Part C and Part D. We are licensed in VA, MD, and TX.