Clients Area

Home

Financial Planning

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 wealth managment

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

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.


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

  • Rick 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

  • Let Heirs Know Your Legacy Plans

    Estate planning can be one of the most emotionally difficult aspects of financial planning. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans. While most of us probably accept in theory that these conversations …Continue reading »
  • New York Times on Fiduciary Financial Advisors

    The New York Times recently published a thought-provoking article on the issue of fiduciary standards and integrity among financial advisors. The story, by Tara Siegel Bernard, appeared October 10 and is titled "Before the Advice, Check Out the Adviser."Continue reading »