Koogler Financial Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Andrew Kester

Andrew Kester

CRPC®

Associate Financial Advisor

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Patricia Koogler

Patricia Koogler

CPA, CRPC®, CLTC®

Private Wealth Advisor

Franchise Owner
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Josh Dean

Josh Dean

CRPC®

Financial Advisor

Visit Josh Dean's website

Team

Marie Blackard

Operations Manager

Rachael Rodgers

Administrative Assistant