Purposeful Financial Planning for The Seasons of Life

“Many people miss out on the full potential of their retirement due to not knowing what questions to ask. My passion is to bring a better life for people in their retirement, by guiding and educating them with their finances.”

Kimberly Pohler, CLTC CFEd®

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Which season of life are you in?

College Planning

  • Scholarships
  • FAFSA
  • Cash Protection
  • Cash Growth
  • Start sooner than later

Eliminate Debt

  • Mortgage
  • Care
  • Credit Cards
  • Personal Loans
  • College Debt

Protection Planning

  • Health Care
  • Critical Illness
  • Cancer
  • Mortgage Insurance
  • Life Insurance
  • Disability Income

Retirement Planning

  • Accumulate
  • Preserve
  • Distribute
  • Transfer
  • Tax Free Retirement
  • Lifetime Income

Social Security

  • How to Sign Up
  • Most Effective Time to Sign Up

Medicare

  • How to Sign Up
  • When to Sign Up
  • What Supplement
  • What RX Plans

Long-Term Planning

  • Where to Receive Care
  • How to Not go Broke in a Nursing Home
  • Assets Allocated to Pay for Care

End of Life Planning

  • Funeral Planning
  • Wealth Transfer
  • Charitable Giving

Not sure what stage you are in?

Sometimes topics on finances can be tough to understand. We want to bring simplicity and clarity to where you are and help you plan to get you where you want to be.

Schedule a Conversation With Us

The Money Garden

Navigating through life's financial seasons can be complex and overwhelming. This isn't just another financial advice book. It’s a guide to cultivating abundance through every season of life.

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Kimberly Pohlers Book

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Our Team

With over 30 years in the financial & insurance industry, my team and I are confident that we can provide the right financial products to fit your lifestyle. Over the years, we have helped educate and remove the confusion about insurance and financial services for individuals and businesses.

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Kimberly Pohler, CLTC CFEd®

President

Kimberly is passionate about helping others and throughout the years, that desire has evolved into where her practice is today. She has had the opportunity to continually educate clients and provide cutting-edge resources in an ever-changing environment.

Ultimately, her goal is to build a lasting relationship with you, celebrate your success in taking your dreams and turning them into your lifestyle.

Kimberly lives in rural Indiana with her husband Jeremy, their two sons, Blake and Preston, and their fur baby Yorkies Brianna and Finnegan. Kimberly enjoys reading, gardening, cooking, hiking, campfires, and family fellowship.

Kimberly’s philosophy is that God blesses us daily with the gift of life and the opportunity to make a difference in the world and each new relationship in business and personal life is meant to be cherished.

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Kimberly Pohler, CLTC CFEd®

President

"I believe we are all called to be a service to others with the abilities and talents that we are given. If we choose to use them we can go out and make a difference in the world."

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Phillip Charais

Recruiter and Trainer

Phillip has been an integral team member to KimberlyPohler.com. Phillip has strong values in business and family life. Philip’s passion for helping others where- ever possible, makes his compassion and mannerism valuable to our team. Phillip brings over 30 years of business experience as well the ability to provide exceptional training and leadership to our team.

Phillip lives in the Metropolitan area in Indiana with his wife Cindy of 56 years of marriage and 4 adult children, Chauntelle, Lisa, Matthieu and Andrea and currently has 10 grandchildren. Phillip enjoys coaching High School Volleyball, woodworking, riding his Harley, traveling and giving back to his family and community.

Phillip’s philosophy is that you give more than you expect to receive. Teach individuals how to protect and grow the lives they desire. Enjoy every day to the fullest.

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Phillip Charais

Recruiter and Trainer
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Amy Stell

Business Office Manager

Amy recently joined our team as Office Manager, she has an associate and a bachelor’s degree from Huntington University in Organizational Management. With over 30 years of experience in Customer Service and Organizational Management, she will be focused on providing outstanding Customer Support and creating Synergy throughout our office.

Amy lives in Indiana with her son Austin and several feline friends. When she is not busy working, She enjoys spending time with family and being in Nature. She is passionate about advocating for animals and helping any that are in need.  

Amy’s philosophy is to live your life through kindness, trust and honesty. You truly don’t know the burden others may carry, just be kind. Matthew 7:12

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Amy Stell

Business Office Manager
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Lainey Shock

Marketing Intern

Lainey brings innovation and creativity to all aspects of our business. As a young college student, Lainey's continuing to grow her knowledge of the business world as she leads with a passion for helping others, while also bringing uniqueness and individuality to her work and ongoing career. She brings vision to our marketing programs and contributes education to the continuous development of technology.

Lainey currently attends a local university and has spent her whole life in a small town in Northern Indiana. Growing up on a farm as the oldest of 4 children, she has never been afraid of getting her hands dirty and learning new things. Lainey enjoys art, design, spending time with her family, and you can always find her wearing a smile everywhere she goes.

As a young adult, Lainey is still pursuing her philosophy. With continuing education and a passion for many things in life, she knows without a doubt she wants to make a difference in others' lives through her work.

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Lainey Shock

Marketing Intern
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James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.

James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Pohler Financial LLC nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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James Jurica

CFP® CLU® CHFC® RICP®
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Where to start to get purposeful financial planning for the seasons of life?

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