TOP 30 Best Elder financial planning in Kentucky

Edward Jones - Financial Advisor: Nicholas Gillham is a trusted finance institution located at 2202 U.S. 41 in Henderson, Kentucky, United States. As a dedicated financial advisor, Nicholas Gillham provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nicholas Gillham is committed to providing expert financial guidance and support to individuals and families in the Henderson community and beyond.

Dean M Donohue is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Dean holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Dean provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that clients receive the highest quality financial advice and support.

Edward Jones - Financial Advisor: Josh Stewart is a trusted finance institution located at 6846 Bardstown Road in Louisville, Kentucky, United States. Josh Stewart is a dedicated financial advisor who provides personalized financial planning services to help clients achieve their goals. With a focus on building long-term relationships, Josh Stewart offers expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Edward Jones - Financial Advisor: Josh Stewart is committed to helping you reach your financial goals.

Edward Jones - Financial Advisor: Griffin L Johnson, CRPC™ is a reputable finance institution located at 220 Ruccio Way in Lexington, Kentucky, United States. Griffin L Johnson, a Certified Retirement Planning Counselor, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Griffin L Johnson and the team at Edward Jones are dedicated to guiding you every step of the way.

Edward Jones - Financial Advisor: Chad Abner, CRPC™ is a trusted finance institution located at 248 Redwing Drive in Winchester, Kentucky, United States. Chad Abner, a Certified Retirement Planning Counselor, is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or invest for the future, Chad Abner and his team at Edward Jones are committed to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start planning for tomorrow.

Edward Jones - Financial Advisor: Taylor Graeter II is a reputable finance institution located at 10400 Dixie Highway in Louisville, Kentucky, United States. As a dedicated financial advisor, Taylor Graeter II provides personalized investment strategies and comprehensive financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Taylor Graeter II is a trusted partner for individuals and families seeking expert guidance in managing their wealth.

Edward Jones - Financial Advisor: Sarah B Hite, AAMS™ is a reputable financial institution located at 988 Chambers Boulevard in Bardstown, Kentucky, United States. Sarah B Hite, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to providing top-notch financial planning and investment strategies to individuals and families in the Bardstown area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Sarah B Hite and the team at Edward Jones are here to help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Travis Kuntz is a reputable financial institution located at 102 Manor Drive in Bardstown, Kentucky. As a dedicated finance professional, Travis Kuntz provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Travis Kuntz is committed to helping you make informed decisions about your finances. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Travis Kuntz is a reliable partner in your financial journey.

Edward Jones - Financial Advisor: Jared P Long is a trusted finance institution located at 484 North College Street in Harrodsburg, Kentucky, United States. With a focus on providing personalized financial advice and services, Jared P Long helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Edward Jones - Financial Advisor: Jared P Long is dedicated to helping you navigate the complex world of finance with confidence and clarity. Contact us today to schedule a consultation and start building a solid financial plan tailored to your unique needs.

D'Ambrosio & Elders Agency LLC is a reputable insurance agency located on Thomas More Parkway in Crestview Hills, Kentucky, United States. With a dedicated team of experienced professionals, we offer a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are committed to providing personalized solutions to protect what matters most to you. Contact us today to learn more about how we can help you secure the right coverage for your unique needs.

DAP Estate Planning is a law firm located at 73 Cavalier Boulevard in Florence, Kentucky, United States. Specializing in estate planning, the institution helps clients in Northern Kentucky create personalized estate plans to protect their assets and loved ones. Without proper estate planning, individuals risk leaving their affairs in the hands of the court, potentially leading to family conflict and financial complications. The firm's experienced estate planning attorney ensures that clients have a say in important decisions regarding their healthcare, inheritance, and asset distribution. By utilizing tools such as revocable living trusts, clients can avoid the costly and time-consuming probate process. Additionally, the firm offers expertise in transfer and income tax planning to minimize tax consequences for families. While online resources may offer cheap or free estate planning documents, working with DAP Estate Planning guarantees a tailored approach to meet each client's unique needs. Serving clients in Covington, Independence, Erlanger, Fort Thomas, Newport, and surrounding areas, the firm also offers virtual estate planning services for clients throughout Kentucky and worldwide for asset protection and high-end tax planning. Contact DAP Estate Planning at (859) 279-4160 for professional guidance on creating a comprehensive estate plan.

Darpel Elder Law is a reputable law firm specializing in elder law located at 507 Centre View Boulevard in Crestview Hills, Kentucky, United States. With a team of experienced lawyers, Darpel Elder Law provides comprehensive legal services tailored to the unique needs of older adults. From estate planning to long-term care planning, their expertise in elder law ensures that clients receive the best possible representation and guidance. Trust Darpel Elder Law to protect your rights and advocate for your best interests in matters concerning elder law.

Succession Wealth Planning is a leading financial institution located at 998 Governors Lane in Lexington, Kentucky, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for their financial future through comprehensive wealth management strategies. Whether you are looking to invest for retirement, save for your children's education, or protect your assets, we are here to provide personalized guidance and support every step of the way. Contact us today to learn more about how Succession Wealth Planning can help you achieve your financial goals.

Elder Law Lawyers, located at 2443 Sir Barton Way in Lexington, Kentucky, are advanced estate planning and elder law attorneys serving clients in Lexington and Northern Kentucky. Our team specializes in securing and protecting assets through comprehensive planning to help clients qualify for Medicaid while preserving their family's estate. We understand the stress that comes with making these decisions, especially during a crisis, and we are here to help both with pre-planning and crisis situations. Many individuals believe they must deplete their life savings or sell their home to pay for long-term care, but our experienced attorneys can help structure assets to qualify for Medicaid, ensuring that your family's estate remains intact. We work with clients to create personalized plans that focus on maintaining a high quality of life while safeguarding assets for the future.

Edward Jones - Financial Advisor: Rob Hageman, AAMS™|CRPC™ is a trusted financial institution located at 2366 Grandview Drive in Fort Mitchell, Kentucky, United States. As a certified financial advisor, Rob Hageman offers personalized financial planning services to help clients reach their financial goals. With expertise in asset management and retirement planning, Rob provides tailored solutions to meet each client's unique needs. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Rob Hageman, AAMS™|CRPC™ is dedicated to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Joseph W Burke, AAMS™ is a renowned financial institution located at 2498 Dixie Highway in Fort Mitchell, Kentucky, United States. Specializing in providing personalized financial advice and services, Joseph W Burke, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on long-term investment strategies and wealth management, clients can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Joseph W Burke, AAMS™ for all their financial needs.

Edward Jones - Financial Advisor: Katie Kolonich, ABFP™|AAMS™ is a reputable finance institution located at 3310 Professional Park Drive in Owensboro, Kentucky, United States. Specializing in personalized financial planning and investment strategies, Katie Kolonich is a highly qualified advisor with credentials including Accredited Behavioral Financial Professional (ABFP™) and Accredited Asset Management Specialist (AAMS™). With a commitment to helping clients achieve their financial goals, Katie provides expert guidance and tailored solutions to individuals and families seeking to build wealth and secure their financial future. Visit Edward Jones today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Corbin Wilson, AAMS™ is a reputable finance institution located at 2900 Veach Road in Owensboro, Kentucky, United States. As a trusted financial advisor, Corbin Wilson, AAMS™ provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Corbin Wilson, AAMS™ is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Contact them today to schedule a consultation and start planning for a brighter financial future.

Edward Jones - Financial Advisor: William W Boyd is a reputable financial institution located at 171 South English Station Road in Louisville, Kentucky, United States. As a trusted financial advisor, William W Boyd offers personalized financial planning services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: William W Boyd can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and professionalism, this institution strives to empower clients to make informed decisions and secure their financial future.

Edward Jones - Financial Advisor: Victoria Watson, CRPC™|CRPS™ is a reputable financial institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. As a Certified Retirement Planning Counselor (CRPC) and Certified Retirement Plans Specialist (CRPS), Victoria Watson offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning and investment strategies, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Patrick D Shellenberg, AAMS™ is a reputable financial institution located at 950 Breckenridge Lane in Louisville, Kentucky, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With Patrick D Shellenberg, AAMS™ at the helm, clients can trust in his expertise and dedication to providing personalized and tailored financial solutions. Whether clients are planning for retirement, saving for college, or investing for the future, they can rely on the knowledgeable team at Edward Jones to guide them every step of the way.

Edward Jones - Financial Advisor: Susan S Rapier is a trusted financial institution located at 130 North 3rd Street in Bardstown, Kentucky, United States. As a dedicated finance professional, Susan S Rapier provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Susan S Rapier is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Susan S Rapier is the go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Brad Cox is a reputable finance institution located at 126 West Main Street in Lebanon, Kentucky, United States. As a trusted financial advisor, Brad Cox provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Brad Cox is dedicated to helping individuals and families build and protect their wealth for the future. Contact Brad Cox today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Chris Menser is a reputable finance institution located at 2008 Merchant Drive in Richmond, Kentucky, United States. As a trusted financial advisor, Chris Menser provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chris Menser is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Rickie D Miller is a trusted financial institution located at 101 Alycia Drive in Richmond, Kentucky, United States. Rickie D Miller is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your investments, Rickie D Miller can provide personalized guidance and support. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Rickie D Miller is the go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Keith C Batchelor, CFP®|AAMS™ is a renowned financial institution located at 105 Robins Way in Russellville, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Keith Batchelor provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Keith Batchelor and his team are committed to providing top-notch financial planning services to meet your unique needs.

Edward Jones - Financial Advisor: Chad T Adams, CFP®|ChFC®|AAMS™ is a reputable finance institution located at 113 West Cedar Street in Franklin, Kentucky, United States. Chad T Adams is a certified financial advisor with expertise in financial planning and investment management. With designations such as CFP®, ChFC®, and AAMS™, Chad T Adams provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Chad T Adams at Edward Jones is dedicated to providing comprehensive financial services tailored to your individual needs. Visit the office at 113 West Cedar Street to start planning for a secure financial future today.

Elder Law of Eastern Kentucky, located at 1212 Bath Avenue in Ashland, Kentucky, is a trusted institution specializing in elder law and Medicaid planning. With the high cost of long-term care potentially depleting your savings, it is crucial to start planning now to protect your assets and qualify for Medicaid benefits. In a crisis situation where you or a loved one is facing nursing home placement, Elder Law of Eastern Kentucky can help navigate the complex Medicaid process. If you have been told you make too much to qualify for Medicaid, they can assist in establishing a Qualified Income Trust. Additionally, if you have been advised to spend down your assets, they will explore strategies to preserve your hard-earned savings.

Elder Law Lawyers in Fort Mitchell, Kentucky is a trusted institution specializing in legal services for seniors and their families. Located at 300 Buttermilk Pike, our team of experienced lawyers is dedicated to providing expert advice and representation in matters such as estate planning, long-term care planning, guardianship, and more. With a focus on protecting the rights and well-being of older adults, we strive to provide personalized and compassionate legal solutions. Contact us today to schedule a consultation and learn how we can assist you with your elder law needs.

Western Kentucky Elder Law, PLC is a law firm specializing in providing legal services to seniors in Owensboro, Kentucky. Located at 1302 Frederica Street, their team of experienced lawyers is dedicated to helping elderly clients navigate the complex legal issues that often arise as they age. From estate planning to long-term care planning, Western Kentucky Elder Law, PLC offers personalized and compassionate representation to ensure that seniors receive the support and guidance they need. With a focus on protecting the rights and interests of older individuals, this institution is committed to advocating for the well-being of seniors in the community.