KOHR Financial and Insurance Services takes a unique approach to financial planning by considering all aspects of your life and your future. Unlike other financial and investment professionals who focus on a limited range of products or services, we are macro-managers who take a comprehensive look at your goals and objectives. We then find the best investment and insurance products and services to help you achieve those objectives, resulting in a holistic plan that meets your needs. By prioritizing your goals first, we can create a customized financial plan that secures your future.
We prioritize your interests as fiduciaries and have built our business to reflect this. Unlike some money managers, our motivation is not to sell you commission-based financial products that are not in your best interest. Our objective is to serve you, not sell to you. Our transparent fee structure aligns our business goals with your best interest. When you do well, we also do well.
All these factors help us build relationships built on trust, accountability, and a commitment to always putting your interests first. As fiduciaries, we can make your success our top priority.