Kohls Retirement Services - Investments & Financial Services

Informations générales

Patrick Kohls & Matthew Kohls are advisors focusing on his clients retirement needs and goals. Patrick does this by building his business based on client relationships, he has over 25 years of industry experiences. Products offered include stocks, bonds, mutual funds, life insurance, annuities, IRA, individual, 401(k) rollovers, Iowa 529 Plans and managed money.

Matthew Kohls can help you understand your portfolio by explaining the benefits of various types of asset and product categories. He can review a potential investment to determine the suitability for you. Matthew will help you get started on the road to retirement or financial peace of mind by helping you set up a monthly contribution IRA or rollover an existing account.

We can review current holdings that are not currently with us to determine what additional investments would be suitable the client.

Schedule a free consultation to discuss your retirement and financial objectives and goals.

Licensed in states: IA, MO, CO, KS, NE, NM, TX, AZ

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Investments in 529 plans involve risks to principal and may involve additional fees such as enrollment charges and annual maintenance fees. 529 plans offer no guarantees. Depending on your state of residence and the state of residence of the beneficiary, the plan may or may not be eligible for state tax benefits. There are exceptions to the gift tax and estate tax exemptions; please contact a qualified tax, legal or financial advisor for more information prior to investing.

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Securities offered through Securities America Inc. Member FINRA(http://www.finra.org)SIPC(www.SIPC.org) Advisory Services offered through Securities America Advisors Inc. Patrick Kohls, Representative Kohls Retirement Services and Securities America are separate entities.