Retirement strategies
Explore how your savings, income sources, and protection needs can work together as retirement approaches.
- Retirement income conversations
- Tax-aware strategy reviews
- Annuity education
Retirement · Wealth · Insurance
Your future.
A clearer path forward.
Life moves forward. Your financial strategy should, too. Get personal guidance to connect today’s decisions with tomorrow’s priorities.
For individuals, families, and business owners.
Built around what matters
The life you want.
The people you love.
Guidance for every chapterPreparing for retirementProtecting your familyPlanning your next step
Our services
A connected view of
your financial life.
Bring your goals, questions, and existing plans. We’ll help you identify what to review and where to begin.
Wealth coaching
Make sense of your options with education that connects financial concepts to the decisions in front of you.
- Personal financial priorities
- Questions about existing plans
- Individual and business needs
Insurance guidance
Review coverage in the context of your family, your work, and the changes life brings.
- Life, disability & long-term care
- Health & Medicare coverage
- Dental, vision & travel insurance
Start with your priorities
What’s on your
mind today?
You don’t need to have every answer before reaching out. A specific question is enough to start a useful conversation.
Turn questions into a starting point.
Retirement is a transition in how you live and how you use your money. Start by clarifying what you want that chapter to look like.
- What income sources do I expect to have?
- Which existing accounts or policies should I review?
- What trade-offs should I understand?
Put the people you love in focus.
A marriage, a new child, or a change at work can be a reason to revisit your financial priorities and protection.
- Does my coverage still fit my needs?
- Are my beneficiaries up to date?
- Which financial decisions should we discuss together?
Make room for a coverage review.
Start with the care you use, the coverage you have, and the questions you want answered about available options.
- Which doctors and prescriptions matter to me?
- What costs and coverage details should I compare?
- Who can help with my Medicare questions?
Our approach
First, we listen.
Then, we look ahead.
Clear communication makes financial conversations more useful. The starting point is your life, your questions, and what you hope to accomplish.
- 01
Share your priorities
Talk about where you are now and what you want your next chapter to include.
- 02
Understand your options
Review relevant choices, ask questions, and discuss costs, limitations, and trade-offs.
- 03
Choose your next step
Decide what needs further review and which actions make sense for your circumstances.
Meet your financial professional
Kenneth
Kohler
Wealth Coach · Known as Ken
Ken works with individuals, families, and businesses to explore financial strategies and insurance options. His focus is helping you understand your choices and connect them to your personal priorities.
Licensed in South Carolina, North Carolina, Georgia, Nevada, Florida, Wisconsin, and Indiana.
National Producer Number: 14811039State licenses
| State | License type | Number |
|---|---|---|
| South Carolina | Resident | 539570 |
| North Carolina | Non-resident | 14811039 |
| Georgia | Non-resident | 2857542 |
| Florida | Non-resident | W195609 |
| Wisconsin | Non-resident | 14811039 |
| Indiana | Non-resident | 3690858 |
South Carolina state agency license: 3000869692
A few helpful answers
Before we
connect.
What should I bring to a conversation?
Start with your questions and a short list of your priorities. Relevant account or policy information may be useful for a later review. Avoid sending sensitive financial or health information through ordinary email.
Can I review insurance I already have?
Yes. Ask about an insurance review and explain what has changed or what you want to understand. Keep your current coverage in place while evaluating any alternatives.
Can you help with Medicare questions?
You can reach the Medicare enrollment team directly at (833) 677-0796 to discuss your coverage questions.
Will you explain costs and product limitations?
Ask about all applicable costs, compensation, eligibility requirements, exclusions, and limitations before making a decision. Request product-specific information for anything you are considering.
Let’s talk about your future
The next chapter
starts with a conversation.
Schedule a time with Ken, or reach out directly with the question that brought you here.
Schedule a meeting with KenEnroll through Direct Benefits
Office(843) 298-5069
Medicare enrollment(833) 677-0796
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