Rick Kahler's Financial Awakenings

In the August 2007 issue of Bloomberg’s Wealth Manager magazine, Kahler Financial Group was honored as one of the top financial planning firms in the nation.

The survey, which ranks firms by the size of the average client’s assets, ranked Kahler Financial Group as the largest financial planning firm in a seven-state area. Those states include: South Dakota, North Dakota, Montana, Utah, Wyoming, Nebraska, and Iowa. Add the state of Minnesota, and shockingly, KFG is the second largest firm in the surrounding eight-state area. Including Kansas and Oklahoma makes KFG fourth in a ten-state area.

Bloomberg limits its listing to the top 500 planning firms in the nation. When compared to the entire United States, KFG is 142nd, down from 126th last year and up from 212th the year before.

I am proud of our team here at KFG for providing a high level of service to our clients, especially in light of the tremendous growing pains we’ve experienced over the past year. Once again, we wish to thank you for your continued business and trust. As important as this news is to us, we realize that it would not be possible without our clients and our support in the business community.