KOHR Financial and Insurance Services
Worry Less, Live More. Full-Service Financial and Insurance Services
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KOHR Financial and Insurance Services
KOHR Financial and Insurance Services
Seal Beach, CA
Serving Clients Nationwide
Worry Less, Live More. Full-Service Financial and Insurance Services
Primary Advisor Locations
Mike Hill
Larry Bassell
KOHR Financial and Insurance Services
Additional Locations
📍 26522 La Alameda, Suite 210 Mission Viejo, CA 92691
Compensation Methods
- Hourly Rate
- Percentage of Assets Managed
About Us
At KOHR Financial and Insurance Services, we look at financial planning from a different perspective—one that takes into consideration all aspects of your life and your future. Many financial and investment professionals are micromanagers; they focus on only a handful of financial products or services, and try to find a way to make those products work for you.We approach things differently. We consider ourselves to be macro-managers first. We take a comprehensive look at things and come to understand what it is you hope to achieve with your finances. Whether you’re just starting out and want to build your savings, or you’ve built your assets and want to ensure you’ll have reliable income for retirement, we figure out your objectives before anything else.
Then, we find the best products, services, and investment vehicles to get you where you want to go. Our comprehensive investment and insurance products and services allow us to build a holistic plan that meets all of your needs. By putting your objectives first, we can build a more customized financial plan for a more secure future.
✅ Independent Advisors Who Put Your Interests First
As a fiduciary, we always put your interests first—and we’ve designed our entire business to keep it this way. Unlike some money managers, we have no incentives to sell you commission-based financial products or place trades in your account when it’s not best for you. We’re here to serve, not sell. Our simple fee structure aligns your interests with our business objectives. Simply put, when you do better we do better.
✅ Financial Guidance through All of Life’s Stages
Some advisors specialize in working with clients who are getting ready to retire. Others will only work with clients who’ve already accumulated a certain amount of wealth. But at KOHR Financial, our goal is to help as many people as possible to reach their financial objectives—no matter where you’re starting from or what stage of life you’re in.
Are you a newlywed looking to build a nest egg, purchase a home, and save for your kids’ education? We can help you find the best way to save and invest your income to get you to all of these different financial objectives over the course of your career and your lifetime. Are you nearing retirement and want to ensure the wealth you’ve accumulated can support you throughout your retirement years? We’ll help you to manage your wealth to provide you with a reliable source of income every month while also protecting the estate you want to leave behind.
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View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Newly Engaged / Newlywed
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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