KOHR Financial & Insurance Services

Custom-Tailored Financial Plans

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

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Get Peace of Mind with the Right Insurance

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

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Worry Less, Live More

Strategies that go wherever life takes you

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Full-Service Financial and Insurance Services

Financial Planning

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

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Insurance Services

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

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Investments

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

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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.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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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.