- Office hours by appointment only
- 330-666-6886
Services
OUR SERVICES
Investing Inside The Box
At Kohmann Bosshard Financial Services, we offer a comprehensive range of financial services designed to help you secure your financial future. Our team of experienced professionals is dedicated to providing personalized attention and expert guidance on your unique needs.
Investment Management
Our investment management services focus on building and managing a thoughtful portfolio of broadly diversified index funds that aligns with your financial goals and risk tolerance. We employ a disciplined approach to capture market returns and help you stay the course.
Financial Planning
Our financial planning services are designed to address every aspect of your financial life. We create a comprehensive plan tailored to your individual needs, helping you navigate complex financial decisions with confidence.
Personalized
Service
At Kohmann Bosshard, we provide white-glove service with a dedicated contact, ensuring seamless wealth management, proactive solutions, and personalized support.
INVESTMENT MANAGEMENT
Empowering Your Goals Through Disciplined Investment
Portfolio Management
Portfolio Management
We provide ongoing portfolio management, focusing on asset allocation, index fund selection, tax-smart asset location, and rebalancing. Our team monitors your portfolio regularly to ensure it remains aligned with your objectives.
Performance Tracking & Reporting
Performance Tracking & Reporting
Our portfolio reporting tools offer insights into your investment returns and overall progress, helping you stay on track towards achieving your financial goals.
Expert Guidance
Expert Guidance
We provide timely commentary and materials to keep you informed about markets and focused on your long-term goals.
FINANCIAL PLANNING
Comprehensive Planning for a Confident Future
Our financial planning services are designed to address every aspect of your financial life. We create a comprehensive plan tailored to your individual needs, helping you navigate complex financial decisions with confidence.
Tax Planning
Tax Planning
We help you develop tax strategies that minimize liabilities and maximize savings, taking advantage of available deductions and credits.
Retirement Planning
Retirement Planning
We ensure you have a clear strategy to achieve financial security in retirement, including income distribution and cash withdrawal strategies.
Estate Planning
Estate Planning
We assist in creating an estate plan that reflects your wishes, protecting your assets and providing for your loved ones.
Education Planning
Education Planning
We help you plan for future education expenses, ensuring you have the resources needed to support your educational goals.
Charitable Giving
Charitable Giving
We offer guidance on charitable giving strategies that align with your values and financial objectives, helping you make a meaningful impact.
Insurance Analysis
Insurance Analysis
We review your insurance needs and provide recommendations to ensure you have adequate coverage for life's uncertainties.
CONTACT US
Ready For Your Next Step?
Let us help you achieve your financial goals with confidence and clarity. Contact us to learn more about our services and schedule a consultation with our team.
- Telephone: 330-666-6886
- Address: 3421 Ridgewood Road, Suite 125 Fairlawn, OH 44333
Investment Advisory Services offered through Kohmann Bosshard Financial Services, LLC, SEC Registered Investment Advisor
Copyright © 2024 Kohmann Bosshard, Inc. All Rights Reserved.