GJ Kohler Investment Advisors provides a comprehensive suite of financial services designed to help our clients meet their individual needs and goals. We tailor our proprietary investment strategy to achieve those goals and preserve wealth. Prior to making any recommendations we determine the financial status, needs, time horizon, investment objective, risk tolerance and tax status of our clients. Our review process focuses on the following areas in addition to our client’s family traditions and wishes.
- Investment Portfolios - focusing on the growth and management of your portfolio
- Retirement Services - strategizing for a successful retirement and desired lifestyle
- Insurance Services - planning for the unexpected
- Executive Stock Options - Rule 144 transactions and cashless exercises
- College Education Plans - planning for your children’s future