Clients Area

Financial Peace of Mind


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.


  • 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...

  • Judge Financial Gurus With Common Sense

    "I see that firm's ads everywhere." "His books are best-sellers." "That advisor does all kinds of free seminars for retirees." "She's on TV all the time." When a financial advisor, someone with a radio or television show, or an author of financial books becomes well-known, it's easy to assume you can trust that person's advice. This isn't necessarily the case. Recently I was selected by an Internet community site called as one of their top 50 "social influencers." This is a list of professionals in the areas of wealth and personal finance who use social media and other Internet… Continue reading »
  • New Member of KFG Team, Nikolas Boyce

    As a teenager, Nikolas Boyce was fascinated by investing and dreamed of a career helping people prosper financially. We're pleased to have him begin that career with Kahler Financial Group. He joined us in March 2014 as our Financial Planning and Investment Analyst Associate. Nikolas graduated in May 2012 from Bethany Lutheran College in Mankato, Minnesota, with a Bachelor’s degree in Business Administration with an emphasis in Finance. He is currently enrolled in the online CFP Program at Wisconsin Lutheran College. Prior to joining Kahler Financial Group, he worked as a residential real property appraiser under the supervision of a… Continue reading »