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Financial Planning
As a fee-only financial planner and registered investment advisor, Kahler Financial Group works in your best interest to provide tailored solutions and strategies.   >>

Investment Management
For over 25 years, small business owners, professionals, and retirees, have employed Kahler Financial Group’s asset management and investment advisory services.   >>

Retirement Planning
Kahler Financial Group will partner with you to develop a retirement income plan so that your money will last you your lifetime.   >>

Wealth Planning

At Kahler Financial Group, wealth planning goes far beyond helping clients build and preserve financial resources. Our team provides fee-only financial planning in a fiduciary capacity. We offer investment advice and wealth management to help you build wealth, and asset protection strategies to help you preserve it. Our services allow you to create the financial security you need to enjoy an active and independent retirement. We can assist you to define the legacy you want to leave your family and community, as well as put strategies in place to carry out that legacy.

Even more important, however, we work with you to use your resources in ways that will best meet your needs and help you achieve your dreams and goals. We take a personal, holistic approach to wealth planning, helping you make balanced and wise use of both your financial and non-financial resources to enrich your life.

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Media Features & Publications

  • 2020new

    The Healing Money Issues Workshop, co-founded by Rick Kahler, CFP, CCIM and Dr. Ted Klontz, was featured on ABC’s 20/20 Friday, July 31st, 2009.

    2020playimg

  • bookscornerRick Kahler, CFP, has co-authored four important financial books that are making a difference in how people perceive, react to, and handle money. Understanding the role money plays in your life and your perceptions of it are key to making successful financial decisions.

    Click to read more about Rick’s newest book, Wired For Wealth-Change The Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential, as well as his three previous books.


Recently Published...

  • Article in Financial Planning on CFP Designation Issue

    Ann Marsh has an article dated July 31 in Financial Planning magazine, titled "CFP Board Backs Off Threat to Investigate Planner Rick Kahler." You can read the piece here. Continue reading »
  • Rick Cited in CNBC Piece on Estate Planning Errors

    What's the biggest issue we find at KFG when reviewing new clients' estate plans? Surprisingly, it's poorly drafted documents. Find out more about how to avoid this and other estate planning mistakes in a recent CNBC article by Deborah Nason titled "How to avoid estate, will blunders." Rick is one of the advisors quoted in the article, which you can read here. Continue reading »