Frequently Asked Questions

KOHMANN BOSSHARD

Everything You Need To Know

If you have additional questions or need further assistance, please feel free to contact us. Our team is here to provide the guidance and support you need to achieve your financial goals.

Financial Solutions.

At Kohmann Bosshard, we are dedicated to empowering our clients through personalized financial solutions and exceptional service. Whether you’re planning for retirement, managing investments, or seeking guidance for your company’s retirement plan, our team is here to help you navigate your financial journey with confidence and clarity.

General Questions

Who does Kohmann Bosshard serve?

We typically serve clients with at least $500,000 of investable assets who are focused on long-term financial goals such as retirement, tax efficiency, and estate planning. Our clients seek personalized, professional investment management with a clear, tailored strategy. They value strong relationships with advisors and expect comprehensive, proactive wealth management that aligns with their financial objectives.

What services does Kohmann Bosshard offer?

We offer a wide range of services, including investment management, financial planning, and employer retirement plan consulting. Our comprehensive approach ensures that we address all aspects of your financial life to help you achieve your goals.

How do I get started with Kohmann Bosshard?

Getting started is simple. Contact us to schedule an initial consultation, where we’ll discuss your financial goals, review your current situation, and explore how our services can best meet your needs. This initial meeting is an opportunity for us to get to know each other and determine if we’re the right fit for your financial journey.

What makes Kohmann Bosshard different from other financial service providers?

We pride ourselves on our personalized approach, ethical standards, and commitment to excellence. Our team of experienced professionals tailors our services to meet your unique needs, ensuring that your interests are always our top priority. As fiduciaries, we are dedicated to acting in your best interest at all times.

Investment Management

What is your investment philosophy?

Our investment philosophy emphasizes diversification, cost efficiency, and a long-term perspective. We use low-cost index funds to match market performance and invest with Exchange Traded Funds (ETFs) for their transparency, liquidity, and low costs. Our disciplined approach focuses on structured, risk-adjusted strategies designed to achieve consistent, reliable outcomes.

How often will my investment portfolio be reviewed?

We conduct regular reviews of your investment portfolio to ensure it remains aligned with your financial goals. Portfolios are reviewed on a monthly basis and rebalanced as needed. We also meet with clients at least annually, or more frequently if desired, to discuss performance and make necessary adjustments.

Can I access my investment information online?

Yes, our secure client portal provides easy access to your investment information, including performance reports, account statements, and planning tools. The portal ensures you have the information you need at your fingertips.

Financial Success.

At Kohmann Bosshard, we believe that sound investment management is the cornerstone of financial success. Our strategies are built on a foundation of research, transparency, and disciplined execution to help you achieve your financial goals with confidence.

Financial Services.

At Kohmann Bosshard, we understand that effective financial planning is essential for achieving long-term financial security and peace of mind. Our comprehensive services are designed to address your unique needs and goals with personalized strategies and expert guidance.

Financial Planning

What is included in your financial planning services?

Our financial planning services cover a wide range of areas, including tax planning, retirement planning, estate planning, education planning, and charitable giving. We create a comprehensive plan tailored to your specific needs and goals, ensuring all aspects of your financial life are working together for maximum benefit.

How often should I update my financial plan?

Your financial plan should be updated as your life circumstances change. We recommend reviewing your plan annually and whenever significant life events occur, such as marriage, divorce, the birth of a child, or retirement. Our team is here to assist you with any updates and adjustments needed to keep your plan aligned with your goals.

Financial Safety.

At Kohmann Bosshard, safeguarding your personal and financial information is at the core of everything we do. Our commitment to security and privacy ensures you can trust us with your most sensitive data.

Security & Privacy

How do you ensure the security of my financial information?

Security is a top priority at Kohmann Bosshard. We utilize robust cybersecurity measures, including dual-factor authentication, to protect your financial information. Our systems are regularly updated and monitored to ensure the highest level of security and privacy.

How do you handle my personal and financial data?

We are committed to maintaining the privacy and confidentiality of your personal and financial data. Our policies and procedures are designed to protect your information and comply with all applicable privacy regulations. We only share your data with trusted partners as necessary to deliver our services, and always with your consent.