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TOP 30 Financial independence planning in Louisville, KY
12 results found
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Coats Financial Planning
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
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.
Legato Financial Group, Inc.
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Hyland Insurance
Hyland Insurance is a health and insurance agency located at 9750 Ormsby Station Road in Louisville, Kentucky. We offer a single source solution for all your insurance, employee benefits, senior care, and financial planning needs. Our dedication to excellence is evident in our client-centric customer service and community involvement. We proudly serve clients throughout Jefferson County, KY and Southern Indiana, and have earned awards for our commitment to both our clients and the communities we serve. With nearly four decades of experience, we prioritize service to our community and support local non-profits and organizations through volunteerism. Our partnerships and industry associations allow us to stay ahead of the curve in the insurance arena, providing you with the best coverage options. Whether you need insurance for your vehicle, home, business, or personal liability, we have the solutions to protect you from the unexpected. Our independent and objective financial advice can help you make the right investment and retirement decisions, giving you peace of mind for the future.
Braden Insurance Agency
Braden Insurance Agency, located at 9750 Ormsby Station Road in Louisville, Kentucky, is a health insurance agency specializing in helping seniors plan ahead with the best insurance advice. The experienced and professional Senior Care team at Braden Insurance Agency consults with clients to choose the best options for Medicare, Medicare Advantage, Medicare Supplements, and Long-Term Care coverage. Representing multiple carriers in the Senior Health Market, Braden Insurance Agency ensures that clients have the financial support they need to manage disability and household expenses in the event of serious illnesses or accidents. Additionally, the agency offers guidance on annuities, long-term care insurance, Medicare, Medicare Advantage plans, Prescription Drug Plans, dental, vision, and hearing services coverage, as well as hospital indemnity plans and final expense insurance. With a focus on protecting clients from the unexpected, Braden Insurance Agency is an independent insurance agency dedicated to providing a comprehensive suite of insurance solutions.
Barbi Haddow - State Farm Insurance Agent
Barbi Haddow - State Farm Insurance Agent is a trusted insurance agency located at 12607 Taylorsville Road in Louisville, Kentucky. Situated in the Kroger Shopping Center at Taylorsville Road and Gene Snyder, our team is dedicated to providing personalized insurance plans for individuals, families, and businesses. With over 43 years of experience in the insurance and financial services industry, we offer a wide range of products including car insurance, home insurance, renters insurance, life insurance, and small business insurance. As a licensed independent insurance agent, we take the time to understand our customers' unique needs and provide tailored insurance solutions at competitive prices. We prioritize customer satisfaction and strive to ensure that our clients have the coverage they need when it matters most. Whether you're looking to protect your family, home, or business, our team is here to help you navigate the complexities of insurance.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.
Retirement Management Services
Retirement Management Services is an award-winning institution located at 905 Lily Creek Road in Louisville, Kentucky. Our industry-leading services make us a trusted business partner for financial advisors, working closely with CPAs to provide timely and accurate information to clients. We understand the challenges faced by plan sponsors and participants and provide independent, personalized services to meet their complex needs. Our team partners with other advisors to ease the burden of plan administration and help design and administer retirement programs that meet individual needs. We offer resources such as worksheets to determine savings percentages and information on the saver's credit for eligible taxpayers. Additionally, Retirement Management Services hosts events such as the 401(k)nowledge Financial Advisor and CPA Lunch and webinars on topics like ESOP Sustainability. Amber Lloyd, Owner and Managing Member at RMS, is dedicated to providing top-notch service and expertise in the field of retirement management.
O'Bryan Law Offices
O'Bryan Law Offices, located at 110 Saint James Court in Frankfort, Kentucky, is a trusted institution specializing in finance and legal services. Dealing with legal issues can be overwhelming, but our experienced lawyers are here to help you regain control and financial independence. Whether you need assistance with bankruptcy, uncontested divorce, estate planning, or personal injury representation, we are dedicated to providing you with expert guidance and support. Contact us at 502-339-0222 to schedule a free consultation. With locations in Louisville, Frankfort, Bowling Green, Covington, and Lexington, we are here to serve you. Please note that using this form does not establish an attorney-client relationship, so please refrain from sending confidential or time-sensitive information through this platform.
O'Bryan Law Offices
O'Bryan Law Offices is a law firm located at 2908 Taylorsville Road in Louisville, Kentucky. Our experienced lawyers specialize in helping individuals regain financial independence through bankruptcy, as well as providing assistance with uncontested divorces, estate planning, and personal injury cases. We understand that legal issues can be overwhelming, which is why we are dedicated to putting our clients back in control of their lives. If you are in need of legal representation, please call 502-339-0222 to schedule a free consultation. We serve clients in Louisville, Frankfort, Bowling Green, Covington, and Lexington. Please note that contacting us through this form does not establish an attorney-client relationship. Your confidentiality and privacy are important to us.
Michelle Marks - Raymond James
Michelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.
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