At KOHR Financial and Insurance Services, we look at financial planning from a different perspective—one that takes into consideration all aspects of your life and your future. Many financial and investment professionals are micromanagers; they focus on only a handful of financial products or services, and try to find a way to make those products work for you.
We approach things differently. We consider ourselves to be macro-managers first. We take a comprehensive look at things and come to understand what it is you hope to achieve with your finances. Whether you’re just starting out and want to build your savings, or you’ve built your assets and want to ensure you’ll have reliable income for retirement, we figure out your objectives before anything else.
Then, we find the best products, services, and investment vehicles to get you where you want to go. Our comprehensive investment and insurance products and services allow us to build a holistic plan that meets all of your needs. By putting your objectives first, we can build a more customized financial plan for a more secure future.
As a fiduciary, we always put your interests first—and we’ve designed our entire business to keep it this way. Unlike some money managers, we have no incentives to sell you commission-based financial products or place trades in your account when it’s not best for you. We’re here to serve, not sell. Our simple fee structure aligns your interests with our business objectives. Simply put, when you do better we do better.
All of these factors help us to build relationships built on trust and accountability, and a commitment to always put your interests first. As fiduciaries, we are able to make your success our top priority.