Magnolia Group

Magnolia Group

5.0
6 employees
4 years in business

About this pro

Magnolia Group advises clients on all forms of Risk. We are fiduciary professionals who focus on client concerns helping to protect families, businesses, and legacies from exposure to loss and excessive taxation. Our group holds multiple lines of authority in risk and financial management. A good client for us has recognized their financial management needs and the benefit of a team of experts that can help sort out the basics of risk management to the heights of exposure to loss. We help you protect that which is near and dear to the heart of your family while planning for your success. From insurance to wealth management the Magnolia Group of professionals are here to help. Key word coverages: Auto • Boat • Homeowners • Renters • Dwelling • Business Liability • Umbrella • Commercial Package • Health • Life • Supplements • Surety & Fidelity Bonds • Financial Management & Planning • Group Health • and more… Kenneth Kohler is currently helping families and businesses and licensed in SC, GA, FL, & DE. He’s mentored by Stephen Frank who also holds a series 65 SEC license designation.

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Credentials

Greenville, SC 29615
Email verified
Phone verified

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FAQs


What is your typical process for working with a new customer?

We start with identifying the immediate need(s) and progress with longterm goals culminating in strategic financial planning. Initial contact requires extensive client data intake to quantify risk analysis.


What education and/or training do you have that relates to your work?

Educated in the northeast - SUNY, CW Post college, Ithaca College. 40 years in business management. Designed, developed, and successfully built businesses from the ground up. Licensed in multiple lines of authority in South Carolina since 2009.


Do you have a standard pricing system for your services? If so, please share the details here.

Services are at NO cost to my clients for insurance risk advising. Portfolio management and Strategic Planning are fee based services through Hilbert Financial Group.


How did you get started in this business?

After a 30 year career in business management, architectural design, and manufacturing I decided I wanted to help others manage and protect their families while pursuing their goals.


What types of customers have you worked with?

I continually attract clients who are starting out as individuals, growing into families, and becoming very successful in their endeavor.  Along the way I have met and continue to work with clients at all stages of life. My best day was recently realized when a struggling family came to me during their most vulnerable time. I helped them understand their current coverage and we explored their options moving forward. Consequently, they chose the best option that will help their success from today forward. My high net worth clients enjoy the knowledge and wisdom I’ve earned which empowers their financial management year after year.


Describe a recent event you are fond of.

A client came to me a few years back asking about their healthcare plan. In the corse of discovering existing coverage and weighing all available options that fit their budget best, they chose options and we put in place a strategy to protect their consistent flow of income. Recently a tragedy struck, their coverage was tested, and while they are in recovery income is not an issue. Life for them has been drastically changed, however it did not impact their ability to continue forward supporting a balanced budget.


What advice would you give a customer looking to hire a pro in your area of expertise?

In legacy planning and risk advising, I have the unique perspective of four generations. The eldest member of my family was born in 1929 and my youngest was born in 2017. Each has a specific personality and planning needs with concerns. I am involved in their lives and connected to their needs and concerns. We rejoice and cry together. You need a professional that is there for you just like I am for my family and my clients. Our team is heart based. We beat together as a supportive group. Each associate and their client adds a unique beat creating a symphony of hearts full of wisdom.


What questions should customers think through before talking to pros about their needs?

Ask yourself, “What do I know, factually know, about my current financial health?” What are my future plans and goals? Do I know how much I’m making, spending, and saving each month, year, and decade? Am I in charge and have I planned for any contingencies? How much income do I allocate towards protection from risk? Is my current situation going to change, and when? Are my current policies adequate and flexible to grow with my success? Have I considered limiting my Tax liability? What are my options over my current policies, planning, and retirement needs?


Services offered