KOHR Financial & Insurance Services

Custom-Tailored Financial Plans

We work with you to make sure that you're always working towards your goals.

Learn More

Get Peace of Mind with the Right Insurance

Providing for your family goes far beyond just accumulating a certain amount of wealth.

Learn More

Worry Less, Live More

Strategies that go wherever life takes you

Learn More

Full-Service Financial and Insurance Services

Financial Planning

We create strategies that are tailored to your needs and goals.

Learn more

Insurance Services

Years of experience have prepared us to guide you through your life transitions.

Learn more

Investments

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

WHAT'S YOUR RISK NUMBER?

Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Learn More

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Learn More

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Learn More

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Learn More

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.