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106 Things We Do For Clients, No. 69

No. 69 of 106 Things We Do For Clients Work with your tax and legal advisors to help you meet your financial goals. We can’t help you minimize your tax and legal liability alone. We work closely...

Most CFP’s Are Brokers & That’s A Problem

Recently Rick was asked for input on the this controversial topic. Kahler is calling on the CFP Board either to impose a stringent fiduciary duty or to roll back the clock to the days when the CFP...

Three Things to Know About Life Insurance

https://www.youtube.com/watch?v=1sUd3JmAIMw&t=17s Here are three points about life insurance that many life insurance salespeople would prefer you not to know: 1. Not everyone needs it. 2. Those...

106 Things We Do For Clients, No. 68

No. 68 of 106 Things We Do For Clients Understand the differences between various entities like S or C corporations, LLCs, FLPs, land trusts, and asset protection trusts. The Tax Cut and Jobs Act...

First Steps on Path to Financial Security

https://www.youtube.com/watch?v=aJlhiaUcjiI&t=12s My hunch is that most people would agree they "should" invest for the future. My second hunch is that many of them don't know how to start and...

106 Things We Do For Clients, No. 67

No. 67 of 106 Things We Do For Clients Reposition investments to take full advantage of tax law provisions. This is also known as "asset location," which is minimizing the negative impact on your...

Pot Pie Portfolio a Tasty Investment Recipe

https://www.youtube.com/watch?v=-yFPpU1N-zM&t=16s I have a complaint. The pot pie at one of my favorite restaurants doesn’t taste like a pot roast. I keep complaining, but nothing changes. I am...

106 Things We Do For Clients, No. 66

No. 66 of 106 Things We Do For Clients Help you reduce your taxes during working years. One of the best ways to increase your ability to build wealth is to reduce your taxes. You can increase your...

106 Things We Do For Clients, No. 65

No. 65 of 106 Things We Do For Clients Stay up to date on tax law changes. The notion of Congress passing a massive reform of our tax code to where you could file your return on a post card is a...

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