Clients often remark how they wish they had started financial planning early in life and how they wish their adult children could afford to be clients of KFG. In response to that need, Kahler Financial Group is now piloting a program to make our services available to your younger friends and family.
The annual minimum fee starts at $2,500 for someone with no assets, and increases proportionately as assets grow. The biggest requirement is they need to be tech savvy, (which generally is not an issue for those under 40) as we rely on them to verify their information and upload it into our systems.
If you know of a friend or family member that could benefit from our new service, please feel free to let them know that we are now taking new clients for this program. They can find out more information by going to our website and requesting a free consultation.