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Ask the Community - Rice & Rice

Korhorn Financial Group

Korhorn Financial Group

4.0
(9 reviews)

Great experience with the Korhorn team over the years. I went in thinking that I was well schooled…read moreon investments as well as my overall financial picture, over the last two years I have received excellent support and help. I never had a financial planner before and was use to taking investment advise from my CPA, friends, and news media. I had no idea of how much I didn't know. From investments, to savings, to taxes, to insurance, to estate planning I have received some great advise and council. I work with Matt Hoke regularly but also interface with many others in the team. Everyone is helpful with outstanding communications. Recent examples including changing my auto insurance coverage, transferring an inherited IRA for my wife, and researching some REIT investment options. Recommendations and decisions are always made based on my needs and comfort. Never am I pressed to pick a particular product or make an immediate decision. We work collaboratively on decisions, and Matt always validates my understanding with decisions we make. My regular meetings with Matt allow me to discuss my overall financial plan and needs, assess changes I need to consider (e.g. establishing a trust to avoid probate for our heirs), and strategize investment plans and strategies. We discuss a multitude of topics in our meetings such as decision to purchase additional long term disability from my employer, 401K investment choices, and investment risk/risk tolerance. Last year my employer due to Obamacare, changed their heath care options. I discussed options, tax impacts, and coverage levels with Matt. My choice of a high deductible plan was made based on these discussions. I and more importantly, my wife is very pleased with these decisions. I am 100% satisfied with the help and support that I have received from the Korhorn team and intend to continue as a customer.

I would rate the service and advice that received from Mike at 5 stars, but the way that he…read moresuddenly and with NO NOTICE NOR ANY EXPLANATION dismissed us from the practice I am only giving it 1 star. We had complete confidence in Mike and were expecting to have a long term relationship with this company providing us with financial advice. Instead, out of nowhere, Mike told us at the end of one meeting that neither he nor anyone else at the firm could provide services to us. So just like that we were left with no financial advisor!! For that reason I would suggest not getting involved with this firm -- you never know if they are going to spontaneously decide they no longer want your business.

Rice & Rice - willstrustsprobates - Updated July 2026

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