TOP 30 Financial independence planning in Kentucky

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ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.

Best Financial Services Inc is a leading finance institution located at 502 Jamestown Street in Columbia, Kentucky, United States. With a strong commitment to providing top-quality financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust Best Financial Services Inc for all your financial 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.

EM Ford Insurance & Financial Planning is a full-service independent insurance agency and financial planning group located at 600 Frederica Street in Owensboro, Kentucky. With over 30 knowledgeable employees at our Owensboro and Henderson locations, we are dedicated to providing our clients with transparent, perspective, and insightful solutions to their insurance and financial planning needs. Established in 1925, EM Ford has grown to become one of the largest family-owned independent insurance agencies in Kentucky. Our team is committed to offering quality products and personal attention to each and every client. We work with individuals, businesses, and nonprofit organizations to provide comprehensive coverage solutions in personal, business, and employee benefits.

Financial Freedom Partners is a leading finance institution located at 101 East 2nd Street in Owensboro, Kentucky, United States. Our team of experts is dedicated to helping individuals and businesses achieve financial independence through personalized financial planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our experienced advisors are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Vineyard Financial is a finance institution located at 100 West 3rd Street in Owensboro, Kentucky, United States. Are you concerned about how inflation could impact your retirement savings? Our team at Vineyard Financial can help you create a personalized financial plan tailored to your dreams and goals for retirement. Prices are rising on everything from groceries to healthcare, so it's important to be prepared. Attend one of our financial workshops to learn more about retirement income strategies and wealth management. You can also tune into our radio show, Refining Retirement, for valuable information on Sundays and Saturdays. We are proud to be a top-rated business in Evansville, IN, with additional locations in Indianapolis. Our team of independent financial advisors can help you navigate the world of investments and insurance products to meet your needs and objectives. Securities and advisory services are offered by registered individuals of Madison Avenue Securities, LLC. Investing involves risk, and no strategy can guarantee a profit. Contact us today to schedule a meeting or attend a seminar to learn more about our products and services.

Independence Financial Services is a financial advisory practice operated by Ameriprise Financial Services, LLC. Located at 2425 Frederica Street in Owensboro, Kentucky, this institution specializes in providing personalized financial planning and investment advice to individuals and families. With a focus on helping clients achieve financial independence and security, the experienced team at Independence Financial Services offers a wide range of services including retirement planning, investment management, estate planning, and insurance solutions. Whether you are looking to build wealth, protect your assets, or plan for the future, Independence Financial Services is dedicated to helping you reach your financial goals.

Oliver Financial is a reputable finance and insurance agency located at 4409 Kentucky 146 in Buckner, Kentucky, United States. With a team of experienced professionals, Oliver Financial offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Clients can expect personalized and comprehensive financial advice to help them achieve their financial goals. Trust Oliver Financial to provide expert guidance and support in navigating the complexities of the financial world.

Columbian Financial Group, located at 5904 Old Cedar Court in Prospect, Kentucky, is an insurance agency that is part of the Columbian Financial Group of companies. This group includes Columbian Mutual Life Insurance Company, Columbian Life Insurance Company, Columbian Financial Services Corporation, New Vision Service Corporation of New York, and other affiliated companies. With over 300 associates spread across locations from Upstate New York to the Atlanta metropolitan area, Columbian diligently supports over 20,000 independent agents nationwide. The institution offers classic life insurance plans that provide an uncomplicated way to cover final expense needs. Eligibility is determined by answers on the application. Life's Solutions offers a permanent policy with level premiums, level death benefit, and high guaranteed cash values. The Simple Security Whole Life plan is designed for individuals who need small amounts of insurance and may require agent assistance with premium collections. SafeShield® is term insurance with various initial level premium term periods and the option to convert to permanent insurance.

Principal Financial Group is a finance and insurance agency located at 1910 South Virginia Street, Hopkinsville, Kentucky, United States. Discover how insurance can help you protect what matters and download your tax forms with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so your loved ones can keep moving forward. Dedicate part of each paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. Learn about 8 simple steps to help your money adapt as life changes and the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck and know that Apex Clearing Corporation is not affiliated with any member of the Principal Financial Group®. Plan for your retirement with the Retirement Wellness Planner and understand that all investments have inherent risks. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Financial Group® is committed to helping you achieve your financial goals.

Coats Financial Planning, located at 139 South English Station Road in Louisville, Kentucky, is a leading firm that has been providing financial planning and investment advice on a Fee-Only basis for over 20 years. With a team of five dedicated and qualified financial advisors, all of whom are CFP® professionals, Coats Financial Planning offers independent, objective reviews of clients' financial situations to help them meet their long-term financial goals. Founder and President Stuart Coats, a CFP® professional and NAPFA-Registered Financial Advisor, brings over 30 years of finance experience to the firm. Alongside him are Teri, a Certified Financial Planner™ practitioner, and Elijah, a CERTIFIED FINANCIAL PLANNER™ professional, who joined the team in 2017. Teri, a native of Louisville, has personal experience with the value of Fee-Only financial planning and is dedicated to establishing fiduciary relationships with each client. Elijah, named a Rising Star by Financial Planning magazine, enjoys distilling complex planning topics for clients and is an advocate for fee-only planning.

Legato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.

Lexington Financial is a finance institution located at 1795 Alysheba Way in Lexington, Kentucky, United States. At Lexington Financial, we abide by three simple rules: safety first, earning reasonable rates of return over time, and keeping everything simple. We believe in these principles because we understand the importance of learning from history and avoiding the mistakes of past financial disasters. If you have concerns about the market, it may be time to reassess your financial plan. Our page "Knowing Your Money" can help you navigate common retirement pitfalls and prepare for any potential challenges ahead. In a time where many well-known companies and banks are preparing for a potential market downturn, it's crucial to protect your assets and plan for the future.

Legato Financial Group, Inc. is a finance institution located at 2905 Ring Road in Elizabethtown, Kentucky, United States. We specialize in helping our clients design their retirement plans so they can pursue their goals with confidence. Whether you're in Louisville, Elizabethtown, Shelbyville, or St. Matthews, we can help you create a custom strategy tailored to your unique retirement needs. Our LFG Retirement Blueprint allows us to analyze your current financial situation and develop a plan that aligns with your retirement goals. We offer informational events on retirement income strategies and wealth management to help you make informed decisions about your financial future.

Todd Metcalf is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 12700 Townepark Way in Louisville, Kentucky. With years of experience in the finance industry, Todd is dedicated to helping his clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Todd Metcalf can provide personalized financial advice and guidance to help you make informed decisions. Contact Todd Metcalf at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Charity S Reed, CFP®|AAMS™ is a reputable finance institution located at 109 Springdale Drive in Nicholasville, Kentucky, United States. With a dedicated team led by Certified Financial Planner Charity S Reed, this institution offers personalized financial planning services to help clients achieve their long-term goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is committed to providing expert advice and guidance every step of the way. Trust in Charity S Reed and her team to help you navigate the complexities of the financial world and secure a prosperous financial future.

Edward Jones - Financial Advisor: Jonathan A Millay is a reputable finance institution located at 220 Lexington Green Circle in Lexington, Kentucky, United States. Jonathan A Millay is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a personalized approach to financial planning, Jonathan A Millay provides tailored investment strategies and comprehensive financial guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jonathan A Millay is here to help you every step of the way. Contact Jonathan A Millay today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Jordan T Coomes is a trusted finance institution located at 1470 Chelsa Drive in Madisonville, Kentucky, United States. With a focus on personalized financial planning and investment strategies, Jordan T Coomes provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Contact Jordan T Coomes today to schedule a consultation and start building a solid financial plan tailored to your individual needs.

Financial Freedom Partner is a leading finance institution located at 2703 Breckenridge Street in Owensboro, Kentucky, United States. Our mission is to empower individuals and businesses to achieve financial independence through innovative solutions and expert guidance. With a team of experienced professionals, we offer a wide range of financial services including financial planning, investment management, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Financial Freedom Partner is your trusted partner in achieving your financial goals. Visit us today and take the first step towards a secure and prosperous financial future.

Merrill Lynch Financial Advisor Valerie May Marshall is a finance institution located at 300 West Vine Street, Lexington, Kentucky, United States. Led by Managing Director Travis K. Musgrave, the team at Merrill Lynch is dedicated to helping clients understand their financial world and achieve their long-term goals. With a focus on personalized service and integration, the team of knowledgeable professionals offers individualized financial plans tailored to each client's unique needs. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Forbes. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ program, clients can create a customized investment approach centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in life, Merrill Lynch is dedicated to helping clients achieve financial success. Whether you are planning for retirement, managing your investments, or building your wealth, Merrill Lynch Financial Advisor Valerie May Marshall can help you navigate the complexities of your financial life and achieve your goals. Contact us today to learn more about how we can help you live your best financial life."

U.S. Bancorp Investments - Financial Advisors: Misty Standifur is a renowned finance institution located at 131 Main Street in Pikeville, Kentucky, United States. With a team of expert financial advisors led by Misty Standifur, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, U.S. Bancorp Investments is dedicated to providing personalized solutions tailored to meet your specific needs. Visit them today to start building a secure financial future.

Scott Custis - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Scott Custis - Financial Advisor, a trusted partner in financial planning and wealth management, located at 740 Centre View Boulevard, Crestview Hills, Kentucky. With a commitment to delivering personalized financial strategies, Scott Custis offers a comprehensive suite of services to meet the diverse needs of individuals, retirees, and small business owners.

Huntington Insurance, located in Independence, Kentucky, United States, is more than just an insurance agency. They strive to help you build a deeper relationship with your money by offering innovative products, tools, and services. Whether you need a checking account with 24-Hour Grace® or want to earn interest on your savings through a savings or money market account, Huntington has you covered. They also offer competitive rates on their 7-month term CDs and can provide pre-approval on mortgages to give you an edge with sellers. For customers like Kitty, who banks without sight, Huntington goes the extra mile to provide accessibility and confidence in their banking services. They have been recognized as #1 in Customer Satisfaction with Mobile Banking Apps among Regional Banks for the 5th year in a row by J.D. Power.

Fifth Third Securities - Phil Weber, CFP® is a reputable finance institution located at 2064 Declaration Drive in Independence, Kentucky, United States. With the expertise of Certified Financial Planner, Phil Weber, clients can expect personalized financial solutions tailored to their individual needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Fifth Third Securities provides professional guidance and support to help you achieve your financial goals. Trust in Fifth Third Securities - Phil Weber, CFP® for reliable and comprehensive financial services.

H&R Block is a reputable accounting and finance institution located at 1840 Declaration Drive in Independence, Kentucky, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you reach your financial goals. Contact us today to schedule a consultation and see how H&R Block can help you manage your finances effectively.

Eddins Tax Service is a reputable accounting and finance institution located at 12115 Madison Pike in Independence, Kentucky, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to financial consulting, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Trust Eddins Tax Service for all your accounting and finance needs.

TaxBytes is a leading accounting and finance institution located at 11704 Maple Tree Place in Independence, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and bookkeeping, TaxBytes is here to help you navigate the complexities of the financial world. Trust us to help you achieve your financial goals and secure your financial future.

Riley Tax Service is a trusted accounting and finance institution located at 5287 Madison Pike in Independence, Kentucky, United States. With years of experience in tax preparation and financial services, our team of professionals is dedicated to providing personalized and accurate solutions for individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Riley Tax Service is here to help you navigate the complexities of the financial world. Visit us today to experience our commitment to excellence and customer satisfaction.

Don Witt Family Tax Service is a trusted finance institution located at 6366 Taylor Mill Road in Independence, Kentucky, United States. With years of experience in tax services, they specialize in helping families navigate the complexities of tax preparation and planning. Their knowledgeable team is dedicated to providing personalized and efficient service to ensure that clients receive the maximum tax benefits possible. Whether you need assistance with individual or business taxes, Don Witt Family Tax Service is here to help you achieve your financial goals.