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106 Things We Do For Clients, No. 83

No. 83 of 106 Things We Do For Clients Facilitate the transfer of investments from individual names to a trust, or from a trust or retirement plan to beneficiaries. Surprisingly, the number-one...

Shoplifting, an Invisible Costly Problem

https://www.youtube.com/watch?v=c6J2kTOTay4 In all my experience with problematic money behaviors, there's one I've never addressed—shoplifting. It's not discussed in the books I’ve co-authored....

106 Things We Do For Clients, No. 82

No. 82 of 106 Things We Do For Clients Help with the continuity of your family's financial plan through generations. Because we have more than one planner and our firm has a succession plan, the...

106 Things We Do For Clients, No. 81

No. 81 of 106 Things We Do For Clients Distribute information, including our own blog posts, that discusses significant and/or new financial concepts. You are often on our minds even when you are...

106 Things We Do For Clients, No. 80

No. 80 of 106 Things We Do For Clients Help educate you, your partner, parents, children, and grandchildren about investments and financial concepts. One of the major tasks of a financial planner is...

Legacy Parenting and Financial Planning

https://www.youtube.com/watch?v=G_JRxrnkKZc Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often...

106 Things We Do For Clients, No. 79

No. 79 of 106 Things We Do For Clients Share knowledge (while maintaining absolute confidentiality) gained from the experiences of dozens of clients who have faced circumstances similar to yours...

106 Things We Do For Clients, No. 78

No. 78 of 106 Things We Do For Clients Listen and provide feedback in a way that financial magazines or newsletters do not. Financial reporters have to reduce complex financial problems to simple,...

Free Initial Consultation

Kahler Financial Group offers a free initial consultation with one of our skilled financial planners in Rapid City for retirement, businesses, investment, or personal wealth management. We welcome the opportunity to spend time with you, discussing your individual needs, asking and answering questions, reviewing our unique services, and confirming that KFG is the best fit for helping you achieve your financial goals. Please note that there will be no specific investment or financial planning advice given at this meeting. Please note: At KFG we made a list of all of the things we do for our clients. We’re at 106 things so far . . .

Request an AppointmentSee the 106 Things we do for our clients