Hello! Meet Joel Kamphuis, Anthony Marcello & Frank Searing. Within our site you will find a wealth of information in the form of our current newsletter, calculators, and research reports. At KM Wealth Management & Kamphuis, Marcello & Searing Wealth Management, our #1 priority is you!
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We serve Broward & the Palm Beaches with two convenient locations:
350 SE 2nd Street, Suite 1560
Fort Lauderdale, FL 33301
Palm Beach Gardens:
800 Village Square
Palm Beach Gardens, FL 33410
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
It's important to understand how inflation is reported and how it can affect investments.
Read this overview to learn how financial advisors are compensated.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A collection of tips from professional travelers.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Making the most of surprises is a great reason to work with us.