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Koehler Financial Services, Inc. is a full service financial planning and registered investment advisory firm, offering financial planning, money management, investment management and consulting services to individuals, corporations, retirement plans, foundations and endowments.

Koehler Financial Services, Inc. markets financial service products to individuals and businesses through the following subsidiaries and affiliates:

  Koehler Financial Services, Inc.

A Registered Investment Advisor, utilizing Disciplined Investment Strategies to provide personal and business money management, as well as comprehensive pension design and implementation.  View our ADV Part II.

  Koehler Financial, LLC.

As a member of the Financial Industry Regulatory Authority (www.finra.org) Koehler Financial, LLC. executes trades for Koehler Financial Services, Inc.’s advisory accounts. Look us up on FINRA Broker Check. 

  Personal and Business Insurance Division

Offers life, property and casualty insurance and fixed rate annuities.

  Tax and Estate Planning

Provides professional tax planning services for individuals and businesses.  By combining Certified Financial Planners and tax planning professionals, we can invest and advise you about the advantages of your investments.  We are acutely aware that taxes may have a profound effect on your investment portfolio and we will always take tax ramifications into account when investing or reinvesting your assets.