KMH Financial Services, LLC.

KMH Financial Services, LLC. Kimberly Markel Herman, Owner and LPL Financial Advisor
Kara Herman Fransted, Chief Operations Offic

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, DC, FL, IL, MD, NC, NH, NJ, NY, OH, TX VA, VT

The final quarter of the year comes with a lot of holiday scams. Now they are even more sophisticated. Check out our blo...
10/09/2026

The final quarter of the year comes with a lot of holiday scams. Now they are even more sophisticated. Check out our blog post!

Financial scams now use AI, impersonation, social media, and fake investment platforms. Slow down, verify independently, avoid urgency, protect accounts, and question unexpected offers. Pause before acting—pressure is a red flag.

Starting to think about retirement? Nervous about your prospects?YOU HAVE OPTIONS!!
09/16/2026

Starting to think about retirement? Nervous about your prospects?
YOU HAVE OPTIONS!!

Retirement can feel distant - until life shifts and it suddenly feels real. It’s not just about savings, but what your money can support. We help you plan for possibilities so you have choices when the time comes.

June is National Annuity Awareness Month Annuities can help add stability to a long‑term financial plan by offering guar...
06/24/2026

June is National Annuity Awareness Month

Annuities can help add stability to a long‑term financial plan by offering guaranteed income options in retirement.

Quick snapshot:

• What they are: Long‑term products from insurance companies that can provide future income.

• Types:

Fixed: guaranteed interest, steady income
Variable: market‑based growth, fluctuating income
Indexed: tied to a market index with downside protection
• Why they matter: They can create a reliable income stream that complements Social Security and other savings.

• What to know: Features, fees, and suitability vary—understanding how they align with your goals is essential.

If you’re curious whether an annuity fits into your long‑term plan, we’re here to help.

✈️ Smart Summer Travel PlanningSummer travel is almost here - make the most of it with a few smart money and safety tips...
06/02/2026

✈️ Smart Summer Travel Planning

Summer travel is almost here - make the most of it with a few smart money and safety tips:

• Set a clear travel budget

• Automate savings into a travel fund

• Book early to lock in better pricing

🔐 Protect Your Personal Information

• Avoid public Wi‑Fi for financial accounts

• Use strong passcodes + two‑factor authentication

• Watch for phishing texts/emails that mimic travel providers

• Keep IDs and documents secure while on the go



Enjoy your trip with confidence and peace of mind.

Questions about budgeting or protecting your information? Reach out - we’re here to help.

Address

Bethesda, MD
20817

Telephone

+13019861440

Website

Alerts

Be the first to know and let us send you an email when KMH Financial Services, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to KMH Financial Services, LLC.:

Shortcuts

Share

Category