Our Services

We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

We take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1:

Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2:

After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

Step 3:

Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your tax and legal advisors to make sure all our efforts are coordinated.

We'll provide ongoing service as your needs and situation change over time. We'll work with you over the years to help keep your program on track with your changing needs.

Protect your family - now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

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Jenny Kho is agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NY, NJ, CA (CA Insurance Licensee #O710806), DE, FL,IL,LA, MN, OH, OK, WA, WI, SC, NV.

Helen Kho is agent licensed in NY, NJ, AZ, CT, MA, MD, PA, TX, VA, KS, NC, NH.

Johnson Kho is agent licensed in NY, NJ, CT, GA, MI, ND, TX. No insurance business may be conducted outside this/these state(s) referenced.

Jenny Kho is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of NY, NJ, CA, FL, IL, LA, MN, WA, WI, NV.

Helen Kho is a Registered Representative for NYLIFE Securities LLC in the States of NY, NJ, AZ, CT, MA, MD, TX, VA, KS, NC, NH. 

Johnson Kho is a Registered Representative for NYLIFE Securities LLC in the States of NY, NJ, CT, CA, FL, GA, MI, ND, No offers may be made or accepted from any resident outside the specific state(s) referenced.

Kho Financial Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Jenny Kho is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of NY, NJ, CA, FL, IL, LA, MN, OH, WA, WI.  As such, these services are strictly intended for individuals residing in NY, NJ, CA, FL, IL, LA, MN, OH, WA, WI.

Jenny Kho, Helen Kho and Johnson Kho are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.