Kahler Financial Group - Traditional Financial Planning
High net worth individuals require serious planning and special strategies. The maintenance, growth, and survival of your valued assets demand utilization of the best investment, financial, and insurance tools by an experienced and networked professional team you can trust. We develop and implement financial and investment strategies that allow our clients to achieve both their short and long-term financial objectives. A comprehensive understanding of our clients’ goals enables us to develop and implement financial planning strategies in an extremely effective and cost-efficient manner.
Developing an intimate relationship with an individual advisor who understands you and your financial needs is important for any successful wealth management plan. Your advisory team should be expert in understanding, defining, and executing based on your unique challenges–whether you are a busy professional, business owner, or retiree. KFG offers a full array of creative and strategies for achieving financial success. Kahler Financial Group provides clients with that necessary single point of contact.
KFG is your personal financial planner, tailoring solutions that account for your dreams and goals—working to ensure your success.
Unparalleled Wealth of Services
Kahler Financial Group offers a wealth of financial solutions.
As a fee-only registered investment advisor, Kahler Financial Group is required and committed to a higher level of fiduciary responsibility to our clients than the traditional brokerage firm, which relies on selling you investment products as their compensation. At KFG, you are our client, and our fiduciary duty is to you. As a fiduciary, our professionals are not sales people. We are obliged to place your interests above ours. At a traditional brokerage firm, you are a customer. The broker’s fiduciary duty is to his employer and not you.
Kahler Financial Group offers fee-only financial planning services and investment advice to individuals, families, and businesses. We receive no commissions on any product recommendations or compensation from third parties, such as mutual funds or insurance companies. As fee-only advisors, we disclose potential conflicts of interest — KFG works solely in your best interest!
Kahler Financial Group offers a free initial consultation, welcoming the opportunity to spend time with you: discussing your individual needs, asking and answering questions, reviewing our unique services, and confirming that KFG is the best fit for helping you achieve your financial goals.
Kahler Financial Group's areas of special expertise include:
- Financial plans for individuals and businesses
- Creative and effective portfolio design
- Investment portfolio management, including a broad selection of asset classes
- Non-traditional asset classes like, market-neutral funds and non-leveraged commodity funds
- Specialized problem-solving and analysis of complex financial issues
- Specialization includes asset protection, investments, and real estate consulting
- Estate Planning, tax planning, retirement planning, and retirement income projections
- Cash flow and budget analysis, mortgage analysis and refinancing decisions
- Business planning, including succession planning
- Business and fractional interest valuations
Kahler Financial Group has invested in the technology to offer state-of-the-art service. KFG clients have access to our broker-dealer, TD Ameritrade, and benefit from the multitude of services they offer, such as reduced fees, Web access, and on-line trading.
Please let us know when we can be of service to you.
