Kohr Consulting, LLC

Financial Planning and Analysis

• Build connections and establish relationships with new clients.
• Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
• Gather information that reflects clients' visions for the future.
• Research and develop strategies to achieve those visions.
• Implement financial and insurance products that support the client's overall objectives.
• Periodically review progress with the client as needed.
• Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Financial Advisor, Agent