Welcome to the Koler Financial Group Website !

Currently serving more than 3000 customers, associates of Koler Financial Group have been helping individuals and families establish and reach their financial goals since 1972.  Several members of Koler Financial Group are actively involved in their local communities, ranging from participation with the various Chambers of Commerce, to serving on the boards of several local organizations.

Associates of Koler Financial Group are Alex I. Koler, Donna M. Koler, Gerald M. Koler, Michael A. Koler, Thomas A. Lupo and David M. Stollings.  This communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana,  Kansas, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas,  Virginia, and Washington.  No offers may be made or accepted from any resident outside the specific state(s) named.

NOTE: Before proceeding further, please be advised that this web site is operated by registered representatives associated with AIG Financial Advisors, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor AIG Financial Advisors, Inc. makes any guarantee as to the accuracy or completeness of this information

College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes

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More Reasons to Convert
Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Diversify and Conquer
If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

Join the Millionaire Club
The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

The World Is Your Oyster
If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

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