Kahler Financial Group - Services

For business owners, professionals, and retirees we offer services that cover and integrate important areas of their financial life:      

  • Life Aspiration Planning
  • Conscious Cash Flow Planning
  • Asset and Income Protection
  • Legacy Intention Planning
  • Investment Strategy Planning
  • Financial Maintenance & Support
  • Building Healthy Money Relationships

As Certified Financial Planners™, we follow these Financial Planning Practice Standards:

  • Establishing and defining the client-planner relationship
  • Gathering client data including goals
  • Analyzing and evaluating the client’s financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing the financial planning recommendations
  • Monitoring the financial planner recommendations

For organization clients, like associations, we offer:

  • Investment advisory services for their members' retirement funds
  • Speaking services    

As financial planners, we value learning and encourage you to:

  • Search for topics of interest to you from our library of 150+ articles
  • Peruse books co-authored by the company founder
  • Sign-up for our eNewsletter
  • Participate in an upcoming educational events
  • Read consumer and trade financial articles in our Media section
  • Contact us for a free initial consultation

Please let us know when we can be of service to you.