The transition to retirement often prompts crucial questions about financial well-being. Is ongoing financial planning or therapy essential during this new life chapter? And can retirees realistically afford these services? While the importance of financial guidance in retirement is undeniable, the feasibility of accessing such support varies widely. A particularly ironic situation arises for those who rely on fee-only financial planners: as retirement progresses and financial resources dwindle, these dedicated advisors may find themselves in the difficult position of recommending their own termination due to affordability concerns.
Navigating Retirement Finances: The Role of Financial Advisors
About Rick Kahler:
Rick Kahler, MSFP, CFP ® , CFT™, CeFT ® , Certified Internal Family Systems℠ Practitioner, president of Kahler Financial Group, is a lifelong resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP ® ) in South Dakota in 1983. In 2020 he became one of the first Certified Financial Therapist (CFT™,) in the nation.
His firm, specializes in the integration of investment advising, financial planning, financial coaching, and financial therapy, serving small business and real estate owners, professionals, and retirees, as well as individuals and families.
He served on and chaired the South Dakota Investment Council and served in leadership capacities with the Financial Planning Association and the National Association of Financial Planning Advisors. Kahler is also a nationally renowned speaker and educator. In 2003, National American University recognized Mr. Kahler with the Alumni Distinguished Service Award.
Interested in working with Rick Kahler, MSFP, CFP®, CFT™, CeFT®, Certified Internal Family Systems℠ Practitioner? Please go to our website, Book a Financial Therapist Appointment and fill out a request for a 30-minute free consultation.
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