Alkhamis Financial

Alkhamis Financial Retirement Planning, Investment Management, Employer Sponsored Plans, Tax Planning and Estate Planning

Contact us: https://www.alkhamisfinancial.com/contact

Alkhamis Financial has offered innovative strategies with the goal to help you to manage risk and preserve your wealth for more than 30 years experience originally opened by Zack Alkhamis. His two sons, Ryan Alkhamis and Zachary Alkhamis have worked nearly a decade with their predecessor and continue to help those in their community with:

-Simplifying your financial life and helping you pursue yo

ur retirement dreams

-Generating the necessary income to sustain the lifestyle you deserve in retirement

-Preserving your wealth by mitigating investment risk

-Building a legacy for the ones you love and the things you care about

Ryan has obtained the CFP® designation, awarded to individuals who have met standards for experience, knowledge and ethical conduct in financial planning. Financial planning starts by identifying and prioritizing objectives, gathering information, analyzing information, proposing solutions and implementing the plan. Zach Alkhamis is our Wealth Management Assistant. Financial markets can be challenging and difficult to understand. His market analysis and research help us navigate market uncertainties and allows us to make sure your hard-earned money is invested in the appropriate

For a list of states in which we are registered to do business, please visit www.AlkhamisFinancial.com. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member
FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Alkhamis Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.alkhamisfinancial.com

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

Reframe how you think about taxes!Having proactive conversations about tax planning — not just tax preparation — is one ...
02/05/2026

Reframe how you think about taxes!

Having proactive conversations about tax planning — not just tax preparation — is one way to help ensure you're not ignoring important decisions.

Our team of advisors implement tax strategies that fit your goals and needs. Taxes don't just happen in the spring, they happen all year round. You can check out our website for more too! www.AlkhamisFinancial.com

https://www.alkhamisfinancial.com/blog/tax-planning-vs-tax-preparation-theyre-not-same-thing

Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed.

Wishing you and yours a happy holiday season and all the best for the New Year!
12/25/2025

Wishing you and yours a happy holiday season and all the best for the New Year!

What decision would future-you thank present-you for?Retirement planning isn’t about perfection. It’s about progress.Che...
12/18/2025

What decision would future-you thank present-you for?

Retirement planning isn’t about perfection. It’s about progress.

Check out some common proactive moves to consider!

Many people don’t regret being retired. They regret how they got there.1“I wish I had saved earlier.”“I didn’t think long-term care would matter.”“I should’ve waited to claim Social Security.”Hindsight hits hard when it’s tied to your potential freedom and options.The good news? ...

Land of the free, because of the brave.Honoring the spirit of freedom and those who protect it. Happy 4th of July!
07/04/2025

Land of the free, because of the brave.
Honoring the spirit of freedom and those who protect it.
Happy 4th of July!

Worth the quick read on how to protect your finances from scams!
06/09/2025

Worth the quick read on how to protect your finances from scams!

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable,...

Today, we honor the incredible women who shape our lives, families, and futures — our mothers.Wishing you a joyful and r...
05/11/2025

Today, we honor the incredible women who shape our lives, families, and futures — our mothers.

Wishing you a joyful and relaxing Mother’s Day!

Alkhamis Financial had a fun time participating in the Kalamazoo Zeigler Half Marathon race over the weekend! We are mov...
05/07/2025

Alkhamis Financial had a fun time participating in the Kalamazoo Zeigler Half Marathon race over the weekend! We are moving a bit slow around the office, but amazing to witness such supportive spectators, volunteers and sponsors that organize such a wonderful local event. Congratulations to all the runners! 🎖🎉🏃‍♀️🏃

Looking to maximize your tax savings? Here are some key tax credits to consider:  - Earned Income Tax Credit (EITC)- Chi...
02/28/2025

Looking to maximize your tax savings? Here are some key tax credits to consider:
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- American Opportunity Tax Credit (AOTC)
- Lifetime Learning Credit (LLC)
These credits can significantly impact your tax return. If you have questions or need assistance, contact us today to ensure you’re taking full advantage of the savings available to you!

https://www.alkhamisfinancial.com/contact

Ready to unlock the secrets of Social Security Retirement Benefits and how they impact your taxes? Our latest blog post,...
02/27/2025

Ready to unlock the secrets of Social Security Retirement Benefits and how they impact your taxes? Our latest blog post, "An In-Depth Guide to Social Security Retirement Benefits and Taxes," dives deep into everything you need to know to maximize your benefits and prepare for tax season! Whether you’re nearing retirement or planning, this comprehensive guide has you covered.

Don’t leave your finances to chance—check it out now! 👉 https://www.alkhamisfinancial.com/blog

Market Weekly Recap: Insights & Opportunities  Tune in to our commentary this week as we analyze market fluctuations, em...
02/26/2025

Market Weekly Recap: Insights & Opportunities
Tune in to our commentary this week as we analyze market fluctuations, emerging trends, and strategic insights for savvy investors. Equip yourself with the knowledge to succeed!

Read here: https://www.alkhamisfinancial.com/weekly-market-commentary

Opportunities don't happen. You create them." This week, take the initiative to chase your dreams and turn your visions ...
02/24/2025

Opportunities don't happen. You create them." This week, take the initiative to chase your dreams and turn your visions into reality! Don’t wait for chances to come knocking—forge your own path and make things happen. Let’s kick off this Monday with determination and creativity! What opportunities will you create this week?

Address

7900 Kirkland Court
Portage, MI
49024

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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