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Kelm Financial Services Inc. is an Independent Fiduciary.

A full-service firm integrating legal, tax, and financial services. Kelm Financial Services Inc has been providing cutting-edge financial planning solutions for Families and Business Owners since 1987

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Call us at (210) 679-1530

2139 NW Military Hwy, Suite 100
San Antonio, TX 78213

is your Trusted Advisor

Helping you keep together what you’ve worked so hard to put together through TAX BRACKET PLANNING & other Financial Strategies. ›› Learn More

Kelm Financial Services Inc. Experienced, responsive and understands your need for integrity and transparency.

Call Kelm Financial Services (210) 679-1530

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Watch Ed Slott’s Video “Single Biggest Benefit in the Tax Code

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Recent Articles

Bad News About Qualified Investing

•401k’s will be taxed on your gains. •IRA’s will be taxed on your gains. •Mutual funds will be taxed on your gains. •Individual stocks will be taxed on your gains. •Bonds will be taxed on [...]

Tax Bracket Planning

Taxes are the biggest obstacle in reaching Financial Independence. Reposition your existing money and future money from unnecessary Taxes. For more information on how to utilize Tax Bracket Planning and to take advantage of strategies [...]

Kelm Qualifies for Prestigious “Top of the Table”

Park Ridge, ILL. – Outstanding client service, best practices, and professionalism have enabled Chris Kelm of San Antonio, TX to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table—The Premier [...]

Call Kelm Financial Services Today! (210) 679-1530

Kelm Financial Services Inc. understands how important it is for you to be able to trust your CPA / financial advisor / attorney—particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds.

Helping you keep together what you’ve worked so hard to put together through TAX BRACKET PLANNING & other Financial Strategies. It’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests. That trusted advisor is Kelm Financial Services Inc. We are experienced, responsive and understand your need for integrity and transparency.

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