Achieve your dreams with personalized financial planning

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Services

Tailored financial solutions

Experience clarity, confidence, and creativity on your path to financial freedom with our dedicated team of experts and personalized OnePlan™.

Financial Planning

Our Team of CFPs offer comprehensive financial planning aligning your financial goals with the right financial strategies for clarity confidence and creativity.

Portfolio Management

Customized, values-based investment management uniquely designed to align with your financial goals.

Tax Preparation

Experienced tax professionals helping you keep up with everchanging tax laws, avoiding tax surprises, and capturing tax opportunities to pay the least amount of tax over your lifetime.

Insurance

Personalized insurance strategies, ensuring lifelong protection tailored to your needs.

Small Business Services

Integrated financial solutions that handle the complexities of your small business’s financial needs.

About

Dedicated to your continued financial success

Our team of Certified Financial Planners™ (CFP®s), including CPAs, Enrolled Agents, and Health Insurance Experts, collaborate seamlessly to prioritize your financial success with tailored strategies that leverage each member’s unique expertise.

Individualized OnePlan™ approach

Diverse specialties

Commitment to collaboration

Process

Your financial journey

With our OnePlan™ process, our Financial Planners focus on understanding your unique financial landscape to guide you toward your goals. By examining all six dimensions of your financial world, we offer clarity, confidence, and creative solutions.

Needs Analysis Meeting

Digital Data Gathering

Case Class

Financial Snapshot Meeting

Strategy Session Meetings

Progress Review Meeting

Don’t miss an episode

Are you ready to take control of your financial future? Look no further – The Wise Money Show is here to empower you on your journey to financial success! Brought to you by the trusted experts at Korhorn Financial Group, this show is your ultimate guide to making wise financial decisions to help you achieve your goals.

Insights

The Wise Money Blog™

Get the practical financial guidance you need to make confident money moves.

Ready to secure your financial future?

Join a Legacy of Success with 30 Years of Unwavering Dedication to Client Satisfaction

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